What departments does NorthStar Financial and Retirement Planning have?

NorthStar Financial and Retirement Planning has employees across 3 departments including Information Technology, Finance, Sales.

What is the largest department at NorthStar Financial and Retirement Planning?

The largest department at NorthStar Financial and Retirement Planning is Finance with 3 employees.

How has NorthStar Financial and Retirement Planning's team size changed over time?

NorthStar Financial and Retirement Planning's team has grown from approximately 4 to 6 employees based on available data.

NorthStar Financial and Retirement Planning Employee Directory

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.

NorthStar Financial and Retirement Planning Global Highlights

North America
11

United States Of America
11

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Oceania
1

Australia
1

NorthStar Financial and Retirement Planning's Leadership

A. F.
Director
Mobile Phone
Email
M. E. F.
Fiduciary Retirement Planner For Women Cltc®, Cdp® | Director Of Hercompass For Northstar
Mobile Phone
Email
K. K.
Investment Advisor Representative
Mobile Phone
Email
Z. T. J.
Investment Advisor Representative
Mobile Phone
Email
C. W.
Independent Agent
Mobile Phone
Email
C. S.
Lpl Registered Representative
Mobile Phone
Email
E. S.
Advisor
Mobile Phone
Email
T. B. S.
Financial Advisor
Mobile Phone
Email

NorthStar Financial and Retirement Planning Employee Metrics

100%

50%

0%

2026

2025

Finance
Accounting
Administrative
Analytics
Arts & Design
Other
Banking

Contact profiles from NorthStar Financial and Retirement Planning

Name

Title

Contact Info

Location

Last Update

A. F.
Director
Mobile Phone
Email
United KingdomEngland
May 29, 2026
M. E. F.
Fiduciary Retirement Planner For Women Cltc®, Cdp® | Director Of Hercompass For Northstar
Mobile Phone
Email
Oct 23, 2024
K. K.
Investment Advisor Representative
Mobile Phone
Email
United StatesNorth Carolina
May 29, 2026
Z. T. J.
Investment Advisor Representative
Mobile Phone
Email
Apr 15, 2026
C. W.
Independent Agent
Mobile Phone
Email
United StatesPennsylvania
May 30, 2026
C. S.
Lpl Registered Representative
Mobile Phone
Email
Sep 25, 2025
E. S.
Advisor
Mobile Phone
Email
Oct 17, 2024
T. B. S.
Financial Advisor
Mobile Phone
Email
United StatesSouth Carolina
Jun 08, 2026
A. M.
Sales Agent
Mobile Phone
Email
United StatesSouth Carolina
May 30, 2026

Frequently Asked Questions

What is NorthStar Financial and Retirement Planning known for?

NorthStar Financial and Retirement Planning was founded in 2007 operates in the Insurance industry. The company's main headquarters is located in 103 c Regency Commons Drive Greenville, South Carolina 29615 United States; you can contact the main corporate office by phone at

+1-864-297-****

. Explore NorthStar Financial and Retirement Planning's company overview page for more information.

What is NorthStar Financial and Retirement Planning's most common email format?

NorthStar Financial and Retirement Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more NorthStar Financial and Retirement Planning email formats with LeadIQ.

How many employees does NorthStar Financial and Retirement Planning have currently?

NorthStar Financial and Retirement Planning has approximately 11 employees as of April 2026. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are NorthStar Financial and Retirement Planning's key employees and leadership?

As of April 2026, NorthStar Financial and Retirement Planning's key employees include:

Director: A. F.
Fiduciary Retirement Planner For Women Cltc®, Cdp® | Director Of Hercompass For Northstar: M. E. F.
Investment Advisor Representative: K. K.
Investment Advisor Representative: Z. T. J.
Independent Agent: C. W.

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NorthStar Financial and Retirement Planning Employee Directory

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