NorthStar Capital Advisors
Financial Advising
Why pick this one
NorthStar Capital Advisors specializes in retirement and tax planning for clients aged 50+ with $2 million or more in retirement savings.
Best for
- clients age 50+ seeking retirement and tax planning advice
- individuals needing personalized financial strategies for retirement
Look elsewhere if
- seeking hourly or one-time project fee options
- not nearing retirement or lacking substantial retirement savings
Specialties
- retirement planning
- tax planning
- investment analysis
Certifications
- CERTIFIED FINANCIAL PLANNER™
What makes them different
- specializes in clients aged 50+ with $2 million+ in retirement savings
- offers a free retirement assessment
- focus on tax planning to reduce tax liabilities in retirement
- plans tailored specifically for those nearing or in retirement
- Years in business
- 21
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 521 East Blvd, Charlotte, NC 28203-5109
- Phone
- +17043505028
- Website
- http://nstarcapital.com/
- info@nstarcapital.com
Services
- financial advising
- retirement planning
- tax planning