North Star Financial Partners is a Sacramento-based financial services firm that offers customized financial planning services to its clients. With a team of experienced advisors, they provide a holistic approach to financial planning, aligning their interests with those of their clients and acting in a fiduciary capacity. Their services include financial planning, retirement planning, investment management, estate planning, risk management, and benefits consulting.
Founded in 2008, North Star Financial Partners was created by advisors who have been working together since 1994, with the aim of prioritizing their clients' interests above all else. As an independent firm, they are not influenced by corporate mandates or proprietary products, allowing them to provide unbiased and objective advice. With their wealth of knowledge and collaborative approach, they strive to deliver strategic thinking and assist clients in organizing their financial lives, setting goals, and implementing strategies to achieve those goals.
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