Northstar Financial & Retirement Planning LLC

Southeast Financial Advisors is a registered investment advisory firm located in Greenville, SC, dedicated to helping clients develop and manage their personal financial and wealth-building strategies. With a focus on investment management, retirement planning, and a variety of financial services, the firm emphasizes a personalized approach aimed at achieving long-term financial goals. The firm prides itself on adhering to high standards of integrity, commitment, and professionalism, ensuring that clients receive objective advice tailored to their best interests. Southeast Financial Advisors also values confidentiality and measurable performance, promising a thorough understanding of each client's unique needs and expectations. Generated from the website

Services: for you Elliott Davis Investment Advisors Highly Ranked on CPA Wealth Provider Magazine List Elliott Davis Investment Advisors To Hold Retirement Income Security Seminar We collect nonpublic personal information about you from the following sources: Information we receive on applications or other forms and information about your transactions with our affiliates, others, or us. We do not disclose any non-public information about our current or former customers to any non-affiliated 3rd parties, except as permitted by law or in order to provide the current services. Our employees have limited access to your personal information based on their responsibilities to provide products or services to you. Be assured that we maintain physical, electronic and procedural safeguards in compliance with federal standards to protect your information. Private client information will not be disclosed for any purposes of marketing and/or solicitation of business. Pursuant to the Securities Exchange Commission Brochure Rule 204-3, of the Investment Advisers Act of 1940, investment advisers are required to offer a copy of Form ADV, Part II to every advisory client on an annual basis. If you are interested in receiving a free updated 29607. All content on this site is property of Elliott Davis Investment Advisors unless otherwise noted and should not be used without permission. Elliott Davis Brokerage Services, LLC is a member of FINRA and SIPC. Securities Offered through Elliott Davis Brokerage Services, LLC.