Expert Financial Guidance in Sandy, UT
Trusted financial solutions for individuals and businesses in the Sandy area
About North Star Financial Group
Serving Sandy, UT and surrounding areas, we're a trusted financial advisory firm committed to helping clients achieve their financial goals through personalized strategies and expert guidance.
- Certified financial advisors
- Years of financial expertise
- Locally owned and operated
Specializing in comprehensive financial planning, our team brings decades of combined experience to help you navigate investment strategies, retirement planning, and wealth management.
View Our ServicesWhy Sandy Residents Trust North Star Financial Group
From financial planning to investment management, we deliver reliable financial services with proven results.
01 What financial services do you offer?
We provide comprehensive financial services including investment management, retirement planning, tax strategies, and wealth preservation for individuals and businesses.
02 Do you serve both individuals and businesses?
Yes, we work with individual investors, families, and business owners throughout Sandy and surrounding Utah communities.
03 What areas do you serve?
We primarily serve Sandy, UT and nearby communities including Draper, Midvale, South Jordan, and the greater Salt Lake Valley area.
Our Financial Services
Comprehensive financial solutions for your future
Investment Management
Strategic portfolio management tailored to your financial goals and risk tolerance
Business Financial Planning
Financial strategies for business growth, succession planning, and corporate investments
Our Financial Planning Process
How we help you achieve your financial objectives
Financial Assessment
Understanding your financial goals, risk tolerance, and current situation.
Strategy Development
Creating personalized financial strategies for your unique needs.
Plan Implementation
Executing your financial strategy with ongoing monitoring and adjustments.
Client Testimonials
What Sandy residents and businesses say about our financial services
James R.
Investor, Sandy
North Star Financial Group provided exceptional guidance for my retirement planning. Their expertise and attention to detail made all the difference!
Sarah M.
Business Owner, Sandy
Our business has benefited tremendously from North Star's financial strategies. They understand local market conditions and deliver exceptional results.
Michael T.
Local Resident, Draper
I've trusted North Star Financial with my investments for years. Their team is knowledgeable, responsive, and truly cares about my financial success.
Our Financial Experts
Meet the professionals behind North Star Financial Group
Robert Johnson
Senior Financial Advisor20+ years experience serving the Sandy community with comprehensive financial planning expertise
Maria Rodriguez
Investment SpecialistSpecializes in portfolio management with deep knowledge of market trends and investment strategies
David Chen
Retirement Planning ExpertHelps clients create secure retirement strategies with tax-efficient distribution plans
Lisa Thompson
Client Relations ManagerYour dedicated point of contact for account management and service coordination
Financial Services FAQs
Common questions about our financial advisory services
What types of investments do you manage?
We manage diverse investment portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments tailored to your risk profile and financial goals.
What are your fee structures?
Our fee structure is transparent and based on assets under management. We provide detailed fee schedules during our initial consultation with no hidden costs.
How often will we review my portfolio?
We conduct regular portfolio reviews quarterly and comprehensive financial plan reviews annually, with additional meetings as market conditions or your personal situation warrant.
What areas do you serve?
We primarily serve Sandy, UT and surrounding communities including Draper, Midvale, South Jordan, and the greater Salt Lake Valley area.
How do I get started with financial planning?
Contact us to schedule a complimentary initial consultation where we'll discuss your financial goals and determine how we can help you achieve them.