We are a socially responsible team with a focus on diversity. Starboard wealth planners have over 40 years of experience and are ready to help you create meaningful wealth and legacy by creating unique client solutions. We do this by starting with a thorough discovery, where we get to know you, your values and your goals. We offer solutions consisting of socially responsible investing, insurance planning, and the ability to assist in philanthropic enterprises. We build life long relationships with our clients and strive to offer excellence in customer service.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 2371 Agricola St, Halifax,nova Scotia B3k 4b7,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.starboardwealth.ca/
- Keywords
- Finance, Investing, Wealth management, Mutual Funds, Philantropy, Life Insurance, Financial Planning, Mortgages, RRSP, TFSA, Financial Consultant, legacy planning, Estate planning, Tax planning, Business planning.
- HQ
- Halifax, Nova Scotia
Starboard Wealth Planners Questions
Starboard Wealth Planners's website is https://www.starboardwealth.ca/
Starboard Wealth Planners's LinkedIn profile is https://ca.linkedin.com/company/starboard-wealth-planners
Starboard Wealth Planners has
4 employees.
View email and phone details for 4
employees at Starboard Wealth Planners.
Starboard Wealth Planners's industry is
Financial Services
Starboard Wealth Planners's top competitors are
The Wealth Center At Meaden & Moore,
Global Wealth Planners Private Limited,
Our Wealth Planners,
Luminate Co Wellness Market,
Larson Wealth Planners,
Global Wealth Planners,
Elite Wealth Planners (India),
Coastal Wealth Planners,
Foundation Wealth Planners,
Madison Wealth Planners.
Starboard Wealth Planners's categories are Financial Services
Starboard Wealth Planners's founding year is 2002
