What is Northstar Financial Planners, Inc.'s NAICS code?

Northstar Financial Planners, Inc.'s NAICS code is 52 (Finance and Insurance).

Insights

Market Niche Northstar Financial Planners is a boutique fee-only financial advisory firm specializing in personalized investment portfolios, presenting an opportunity to offer advanced technology solutions that enhance portfolio analysis and client reporting.

Growth Potential With annual revenues between 10 million and 25 million and a small team of 2-10 employees, there is potential for growth through strategic partnerships that can expand service offerings and client reach.

Technology Stack Utilizing tools such as Google Analytics, Google Tag Manager, and Calendly, Northstar values digital engagement and operational efficiency, making it receptive to innovative solutions that improve client onboarding and digital marketing performance.

Competitive Landscape Positioned alongside large firms like Charles Schwab and Vanguard, Northstar can benefit from solutions that differentiate its personalized, fiduciary approach, such as client relationship management and compliance tools.

Client Focus Given its commitment to objective, conflict-free advice and personalized portfolio strategies, there is an opportunity to introduce advanced financial planning software and risk analysis tools to deepen client trust and satisfaction.

Similar companies to Northstar Financial Planners, Inc.

Northstar Financial Planners, Inc. Tech Stack

Northstar Financial Planners, Inc. uses 8 technology products and services including Calendly, Open Graph, JSON-LD, and more. Explore Northstar Financial Planners, Inc.'s tech stack below.

Calendly
Appointment Scheduling
Open Graph
Content Management System
JSON-LD
Javascript Frameworks
jQuery
Javascript Libraries
Google Tag Manager
Tag Management
YouTube
Video Players
Google Analytics
Web Analytics
Adobe Fonts
Web Fonts

Media & News

Northstar Financial Planners, Inc.'s Email Address Formats

Northstar Financial Planners, Inc. uses at least 1 format(s):

Northstar Financial Planners, Inc. Email Formats	Example	Percentage
First@northstarplanners.com	John@northstarplanners.com	38%
Last@northstarplanners.com	Doe@northstarplanners.com	20%
FirstLast@northstarplanners.com	JohnDoe@northstarplanners.com	4%
First@northstarplanners.com	John@northstarplanners.com	38%

Frequently Asked Questions

Where is Northstar Financial Planners, Inc.'s headquarters located?

Northstar Financial Planners, Inc.'s main headquarters is located at 1250 South Pine Island Road Suite 275 Plantation, Florida 33324 United States. The company has employees across 1 continents, including North America.

What is Northstar Financial Planners, Inc.'s phone number?

You can contact Northstar Financial Planners, Inc.'s main corporate office by phone at

+1-954-693-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Northstar Financial Planners, Inc.'s official website and social media links?

Northstar Financial Planners, Inc.'s official website is northstarplanners.com and has social profiles on LinkedIn.

What is Northstar Financial Planners, Inc.'s SIC code NAICS code?

Northstar Financial Planners, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Northstar Financial Planners, Inc. have currently?

As of March 2026, Northstar Financial Planners, Inc. has approximately 7 employees across 1 continents, including North America. Key team members include Chief Operations Officer: S. T.Vp Chief Op Officer: N. A.President, Investment Advisor Representative: A. G.. Explore Northstar Financial Planners, Inc.'s employee directory with LeadIQ.

What industry does Northstar Financial Planners, Inc. belong to?

Northstar Financial Planners, Inc. operates in the Financial Services industry.

What technology does Northstar Financial Planners, Inc. use?

Northstar Financial Planners, Inc.'s tech stack includes CalendlyOpen GraphJSON-LDjQueryGoogle Tag ManagerYouTubeGoogle AnalyticsAdobe Fonts.

What is Northstar Financial Planners, Inc.'s email format?

Northstar Financial Planners, Inc.'s email format typically follows the pattern of First@northstarplanners.com. Find more Northstar Financial Planners, Inc. email formats with LeadIQ.

When was Northstar Financial Planners, Inc. founded?

Northstar Financial Planners, Inc. was founded in 2000.

Northstar Financial Planners, Inc.

Q: What technology does Northstar Financial Planners, Inc. use?

Northstar Financial Planners, Inc.'s tech stack includes X-Content-Type-Options, Cloudflare Bot Management, Bluehost, LinkedIn Ads, Adobe Fonts.

Financial ServicesFlorida, United States2-10 Employees

We provide objective financial planning advice and portfolio management services. Our firm designs and implements highly diversified investment portfolios that are consistent with the individual client's goals and objectives. In addition we strive to design portfolios for each client that fits their particular risk/reward preferences.

As a fee-only advisor our firm has a strict legal obligation to put our client's interests ahead of our own. It requires a thorough knowledge of the lowest cost solutions in the financial industry and solutions that optimize the risk/return reward spectrum. We don't sell investment products and receive no commissions from the sale of investment products. Therefore, we have no incentive to "sell" clients something to make our relationship worthwhile. What we do is pure advice and implementation to meet client objectives and goals.

Company Overview

Headquarters: 1250 South Pine Island Road Suite 275 Plantation, Florida 33324 United States
Phone number: +1-954-693-****
Website: northstarplanners.com
SIC Code: 6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code: 52 - Finance and Insurance
Founded: 2000
Employees: 2-10