Use our step-by-step tool to match with a financial professional who shares your values and upholds your priorities. With over 160 associates nationwide, we can help you navigate the path to financial security. No one financial strategy is universal. We offer comprehensive services so you can select the products and services that matter most to you and your family.
Connect with a financial professional who understands the challenges you face, one who customizes recommendations to your career and lifestyle. Go beyond your demographic profile, with guidance and advice designed with your values and goals in mind. Address specific questions and make recommendations based on the risks, needs, and options for your business.
Connect with a financial professional who understands the challenges you face, one who customizes recommendations to your career and lifestyle. Go beyond your demographic profile, with guidance and advice designed with your values and goals in mind. Address specific questions and make recommendations based on the risks, needs, and options for your business.
Services
Our roots trace back to 1908 with a handful of advisors in St. Paul, Minn. Today, 140,000 individuals and families1 in 50 states put their trust in our personalized guidance and resources. As our firm grows across the nation, our diverse community of financial professionals and team members is united by our strong set of values and a client-first mission.
Use our step-by-step tool to match with a financial advisor to will help you navigate your path to financial security. With over 150 advisors, we work with clients in every U.S. state and can help you find someone who shares your values and upholds your priorities. We will match you with advisors who can help you invest your assets and prepare for the future with your current financial situation in mind.
We can help you pay off student loans and other debt, invest for your retirement, prepare for children, strategize cash flow for large purchases, and fund a college education. Wherever life leads you, we are here to support you and your values. Business owners face unique challenges when organizing their finances, from establishing your own health insurance to managing taxes and succession planning.
Use our financial calculators as a starting point on your financial journey. Determine insurance needs, how inflation impacts retirement income needs, and strategize for education funding. Then, put your findings into action for greater financial health. Access worksheets, checklists, whitepapers, and more in a digital or printable format.
As a financial professional, you can build a business that makes a difference. If you are a highly motivated individual and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you! At North Star, you are in business for yourself, but never by yourself.
Reviews (5)
I. Todd Petersen
Feb 08, 2021
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Brian Nicholson
Oct 21, 2020
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Anonymous User
Jan 14, 2019
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Mary Nieting
Aug 06, 2017
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Ying Li
May 31, 2017
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Don't trust any of their financial advisor or planner, especially this guy - Erik Andrews. He had me invested some mutual funds without telling me those are front-load, meaning 3-5% of your money will be deducted IMMEDIATELY from your investment when buying the funds. Be aware of all kinds of service charges and hidden fees imposed to your account as well.
