Professional Planning and Wealth

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

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Greenville, SC area, Michele Casey Huddleston will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Greenville, SC area, Gerald Ray Johnson will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.