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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.

Find NorthStar Financial and Retirement Planning employees' phone numbers or email addresses

NorthStar Financial and Retirement Planning Global Highlights

Location
Employees

North America
20

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  • United States Of America
    20

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Oceania
1

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  • Australia
    1

NorthStar Financial and Retirement Planning's Leadership

  • Owner / Advisor / Cfp at NorthStar Financial and Retirement Planning
    P. H.
    Owner / Advisor / Cfp
    Mobile Phone
  • Director at NorthStar Financial and Retirement Planning
    A. F.
    Director
    Mobile Phone
  • Fiduciary Retirement Planner For Women Cltc®, Cdp® | Director Of Hercompass For Northstar at NorthStar Financial and Retirement Planning
    M. E. F.
    Fiduciary Retirement Planner For Women Cltc®, Cdp® | Director Of Hercompass For Northstar
    Mobile Phone
  • Investment Advisor Representative at NorthStar Financial and Retirement Planning
    Z. T. J.
    Investment Advisor Representative
    Mobile Phone
  • Lpl Registered Representative at NorthStar Financial and Retirement Planning
    C. S.
    Lpl Registered Representative
    Mobile Phone
  • Advisor at NorthStar Financial and Retirement Planning
    E. S.
    Advisor
    Mobile Phone
  • Administrative Assistant at NorthStar Financial and Retirement Planning
    S. A.
    Administrative Assistant
    Mobile Phone

NorthStar Financial and Retirement Planning Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Other
  • Banking

Contact profiles from NorthStar Financial and Retirement Planning

Name
Title
Contact
Location
Last Update
  • Owner / Advisor / Cfp at NorthStar Financial and Retirement Planning
    P. H.
    Owner / Advisor / Cfp
    Mobile Phone
    Aug 05, 2026
  • Director at NorthStar Financial and Retirement Planning
    A. F.
    Director
    Mobile Phone
    United Kingdom, England
    May 29, 2026
  • Fiduciary Retirement Planner For Women Cltc®, Cdp® | Director Of Hercompass For Northstar at NorthStar Financial and Retirement Planning
    M. E. F.
    Fiduciary Retirement Planner For Women Cltc®, Cdp® | Director Of Hercompass For Northstar
    Mobile Phone
    Oct 23, 2024
  • Investment Advisor Representative at NorthStar Financial and Retirement Planning
    Z. T. J.
    Investment Advisor Representative
    Mobile Phone
    Apr 15, 2026
  • Lpl Registered Representative at NorthStar Financial and Retirement Planning
    C. S.
    Lpl Registered Representative
    Mobile Phone
    Sep 25, 2025
  • Advisor at NorthStar Financial and Retirement Planning
    E. S.
    Advisor
    Mobile Phone
    Oct 17, 2024
  • Administrative Assistant at NorthStar Financial and Retirement Planning
    S. A.
    Administrative Assistant
    Mobile Phone
    Aug 04, 2026

Frequently Asked Questions

What is NorthStar Financial and Retirement Planning known for?

Minus sign iconPlus sign iconNorthStar Financial and Retirement Planning was founded in 2007 and operates in the Insurance industry. You can contact NorthStar Financial and Retirement Planning's 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?

Minus sign iconPlus sign iconNorthStar Financial and Retirement Planning employees' email format typically follows the pattern of FLast@northstar65.com. 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?

Minus sign iconPlus sign iconNorthStar Financial and Retirement Planning has approximately 12 employees as of August 2026. These team members are located across 3 continents, including North America, Europe and Oceania.

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

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

  • Owner / Advisor / Cfp: P. H.
  • Director: A. F.
  • Fiduciary Retirement Planner For Women Cltc®, Cdp® | Director Of Hercompass For Northstar: M. E. F.
  • Investment Advisor Representative: Z. T. J.
  • Lpl Registered Representative: C. S.

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