Transcript
Team Photo From Left to Right: 
Jackie Wood - Office Manager, Chad Zimmerman - Senior Financial Advisor, Owner/Partner, Jon Anas - Senior Financial Advisor, Owner / Partner, Jay Stibbe - Senior Financial Advisor, Owner / Partner


“The North Star is the constant of the northern sky. It helps those who follow it determine their direction as it shines brightly to guide the way.”

Financial Clarity For Your Future

Successful investment management is a lifetime process. It begins with you just starting out and finding ways to save with careful budgeting. It continues as you accumulate assets, purchase a home and advance in your career. Upon reaching retirement, managing your assets for income and planning for your legacy become important objectives. At NorthStar Financial Group, we help you gain financial clarity so you can make the best financial decisions for you and your family.

Independence

With nearly 90 years of collective experience, our team works with you to develop a plan for a dignified retirement. Our custom-tailored services are designed to fit your specific investment needs. NorthStar Financial Group enjoys the benefits of running an independent advisory practice with the support of one of the largest financial firms in the industry. Learn More 


Superior Level Client Service

Recognizing that client relationships determine the success of our firm, we put every effort into providing highly responsive service. Through regular communication and systematic review of your plan, we keep up with your changing world. Learn More 
 

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NorthStar Financial Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, FL, MA, MN, MT, ND, NE, NY, SD, TX). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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