We help erase the unknown so you can realize your financial goals through proven strategies. We are committed to reviewing your investments and designing a personalized portfolio appropriate to your needs. We take time to listen and ask the right questions. Each person, family or business has their own unique set of needs and circumstances.
We provide common sense solutions to complex problems. You can be assured that you and your loved ones are protected from whatever life has to throw at you. Determining the proper amount of insurance coverage is often part science and part art and our experienced advisors can help you with that process.
We provide common sense solutions to complex problems. You can be assured that you and your loved ones are protected from whatever life has to throw at you. Determining the proper amount of insurance coverage is often part science and part art and our experienced advisors can help you with that process.
Services
No offers may be made or accepted from any resident outside the specific state(s) referenced. IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate.
Our experienced licensed investment advisors will assist you in building a goal driven investment portfolio. Our process of investing starts with a relationship and is not centered on product driven answers or solutions. Through the use of our Investment "Watch Dog Service" we continually monitor your investments through frequent meetings, quarterly statements and the aggregation of all your investment accounts to simplify your life.
As a value added service, we have created an integrated resource network of professionals to help in the areas of tax, legal, and mortgage. Five Star uses a team of professionals in these areas to create your comprehensive financial plan. We then coordinate with you and local professionals to implement your specific tax, legal, or mortgage needs.
We understand three things about our clients: they live in a time starved environment, they are overwhelmed with information and they desire excellent personal service. Our Five Star Process is designed to address these three major concerns. We want lifelong relationships. Our first meeting is simply to determine if you would like to work with us and we would like to work with you.
