Roselius Insurance Agency Blog
Hope Is Not A Strategy In Financial Planning
Northstar Wealth Management:
We would like to introduce our benefits division and partner, Northstar Wealth Management. Northstar Wealth Management will highlight the benefits that Roselius Insurance has to offer in investments, financial planning for retirement, and life insurance. Northstar Wealth Management is a local independent firm that has many years of combined experience, helping their clients in the endeavor to grow and protect their wealth. Their firm was founded in the concept that they do not work for investment or insurance companies, they work for our clients. Their financial planning process is centered on our client's goals, listening to what you want and expect for your financial future. Their client's confidence and trust is their most valuable asset, and they believe in earning it over years of solid advice based on solid research.
The Northstar Wealth Management Team:
Matthew M. Van Shaik
Matthew is an investment advisor representative holding his series 6, 63, 65, 7 sSecurities Licenses and Ohio Insurance License. Matthew is an accredited asset manager specialist, an accredited wealth management advisor, and a chartered mutual fund counselor. Matthew has been in the financial services industry since 2000.
Joshua A. Garber
Joshua is the contact manager of the office. Joshua is an investment advisor representative holding his series 6, 63, 65 Securities Licenses and Ohio Insurance License. Joshua has been in the financial services industry since 2004 and is a graduate of Wittenburg University.
Areas of Expertise:
We hope that you will consider a free initial consultation with Northstar Wealth Management today. They are located at The Greene but will also meet you at your place of residence. Let Northstar Wealth Management help you reach your financial goals today!