NorthStar Financial and Retirement Planning Email Format
InsuranceSouth Carolina, United States11-50 Employees
NorthStar Financial and Retirement Planning Services, LLC operates as a regional insurance adviser focused on retirement planning, with a presence in Greenville, South Carolina and Wilmington, North Carolina. Its clients are retirees and individuals approaching retirement who live in South Carolina, North Carolina, and northeastern Georgia. The firm provides a broad set of retirement-oriented services, including Medicare enrollment assistance and related products such as Medicare supplements, prescription drug plans, dental insurance, and cancer insurance, along with income replacement protection. Its offerings extend to financial planning components for retirement, including long-term care insurance, life insurance, tax-deferred and single premium annuities, IRA rollovers and transfers, tax strategies, and estate planning. As a small- to mid-sized company within the insurance industry, it positions itself as a regional provider addressing retirement and protection needs.