I provide affordable, quality, and sound financial advice that is customized to your situation. Every client comes to me with anxiety and leaves with a sense of peace and hope. Why? Because I make sure to also provide encouragement based on realistic expectations.
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At North Star Wealth Strategies, we have been working with individuals, families, and business owners since 1991. The firm was founded by Rick Petty, a financial advisor with more than 24 years of experience. Fresh out of college with a bachelor's degree, Rick entered the world of corporate finance. Although challenging, he didn't feel that he was making an impact on people's lives. While pursuing a graduate degree in personal finance, he was introduced to the world of financial planning and discovered his true passion. Since then, he has built a career centered around creating comprehensive financial plans tailored to each client's unique circumstances. Today, Rick Petty leads North Star Wealth Strategies with the same mission and passion. We are dedicated to developing lasting relationships by helping clients assess their financial goals and manage their finances. With the support of United Planners, our firm has access to a wide array of investment products, tools, resources, and up-to-date market research. Without any proprietary products or conflicts of interest, clients receive strategies aligned with their individual needs.
Making Sense of Investing
Making Sense of Investing
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During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Fort Worth, TX area, Nicholas Godfrey will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Here to help Put a end to financial slavery
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