North Star Wealth Partners, located in Old Saybrook, Town of, CT, is a trusted wealth management firm dedicated to guiding clients on their financial journey with a focus on reality-based strategies. Their team of experienced professionals assists a diverse range of clients, including business owners, corporate executives, retirees, and multi-generational families, in achieving their financial goals.
With a philosophy centered on delivering practical perspectives and personalized solutions, North Star Wealth Partners offers services such as financial planning, retirement planning, succession planning, and risk management. Committed to community engagement, they demonstrate their dedication through partnerships with charities, universities, and non-profit organizations, embodying a holistic approach to wealth management.
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