Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Nicole Decarolis is a financial advisor with Northstar Financial Planning, LLC. Rachel is registered with the state of New Hampshire. Rachel is a Certified Financial Planner. She provides financial planning and investment advice to individuals and businesses. Rachel also offers portfolio management services. She is committed to helping her clients achieve their financial goals. Rachel has been in the financial industry since 2007.
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.
1
2
NH
12/15/2017 - Present
Northstar Financial Planning, LLC (WINDHAM NH)
IA
Issued 08/07/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Rachel Decarolis is the right advisor for you? Invested Better is here to help.
