Northstar Wealth Management

(937) 427-3000 www.planwithnorthstar.com

70 Birch Alley Suite 202Dayton, OH 45440 map it »

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Business overview

Investments

  • Annuities
  • Bonds
  • CDs
  • Commodities
  • Government Securities
  • International Securities
  • IRAs
  • Municipal Securities
  • Mutual Funds
  • Precious Metals
  • Real Estate
  • Retirement Plans
  • Stocks
  • Tax-Exempt Securities

Services

  • Brokerage Services
  • Insurance Brokerage Services

Minimum Investment

  • $10,000 - $100,000

Planning Types

  • Asset & Portfolio Management
  • Estate Planning
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning
  • Investment Planning
  • Investment Research
  • Retirement Account Rollover Plans
  • Retirement Planning

Certifications

  • Registered Investment Advisor

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • 9:00am
  • 5:00pm
  • SAT
  • SUN

Payments Accepted

  • Personal Checks

Year Established

2008

Languages Spoken

  • English

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Reviews

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