Edward Jones - Financial Advisor: Mark B Allen

NorthStar Financial & Retirement Planning, LLC is an independent fiduciary firm based in Greenville, SC. With a specialized team of professionals in investments, taxes, estate planning, and healthcare, they offer unbiased advice and comprehensive financial services to individuals and couples in their mid-50s and older. Their goal is to help clients retire with confidence by providing guaranteed and sustainable lifetime income while minimizing taxes and safeguarding assets. NorthStar takes a comprehensive approach to income planning, offering low-risk financial plans, tax strategies, and legal services that include detailed tax and social security planning, asset preservation, legacy succession, and protection during market downturns and emergencies. They also have a specialized women's retirement planning program called HerCompass. As fiduciaries, NorthStar is legally and ethically obligated to prioritize their clients' interests above all else, ensuring that clients understand their financial plans and how they will benefit them.Generated from the website

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.