North Star Wealth Management Inc.
Located in Houston, Texas
Address: 2717 Commercial Center Boulevard Cinco Ranch, Ste E200, Katy, TX 77494
Phone: +1 833-437-4282
Rating: 3.9
Services
- Identifies as veteran-owned
- Identifies as women-owned
- Online appointments
- On-site services
- Language assistance
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Wheelchair-accessible seating
- Wheelchair-accessible toilet
- Toilets
- Appointment required
- Appointments recommended
Categories
- Investment service
- Adult education school
- Health insurance agency
- Insurance agency
- Financial planner
- Life insurance agency
- Tax consultant
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Comments
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Review 1 (2023-02-10 - Rating: 5)
I am glad that I signed on with North Star Wealth Management Inc. years ago. Michelle takes the time to in person discuss your finances. She offers advice other than just financial. She is well versed about Social Security, Medicare, & Health Insurance also. She has expanded her practice since I signed on. She offers other services also like wills and trusts. She has an employee assigned to both of those exclusively. She offers many free seminars that are very informative and at the end of her presentation she answers 1 on 1 questions.