North Star Advisory Group

North Star Advisory Group is a registered investment advisory firm that provides financial planning for individuals, families and business owners. Its services cover retirement and income planning, education planning, insurance, investments, tax and estate planning, and the design and setup of company retirement plans. The firm coordinates with attorneys and other outside professionals so a client's assets are managed as one picture.

Planning starts with conversations about goals and concerns before any plan is built, and the firm says each plan is customized to the client. Clients can review holdings, performance and account activity through a secure online client portal. Business owners can get help choosing and maintaining benefits such as retirement plans, health insurance and life insurance. The office is in Beachwood and is open on weekday business hours, with other times available by appointment.