Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Fortin is a financial advisor at Northstar Financial Planning, LLC, based in Windham, New Hampshire. Julie is a Certified Financial Planner® professional. Julie has been working in the financial services industry since May 2014 and is registered as an Investment Advisor Representative in New Hampshire. Northstar Financial Planning, LLC, provides financial planning and portfolio management services to individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NH
01/27/2016 - Present
Northstar Financial Planning, LLC (WINDHAM NH)
Active
Inactive
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