Starboard Wealth Planners
Financial-Services
Website
Company Tagline
Starboard Wealth- fully invested in you! Socially committed planners committed to generating you wealth and legacy.
Industry Category
Business Keywords
Company Description
Starboard Wealth Planners is a leading financial services provider dedicated to creating meaningful wealth and legacy for its clients. With a strong commitment to social responsibility and diversity, Starboard Wealth Planners brings over 40 years of combined experience to crafting unique client solutions. The company's approach begins with a thorough discovery process, ensuring a deep understanding of each client's values and goals.
Starboard Wealth Planners offers a comprehensive suite of services, including socially responsible investing, insurance planning, and assistance with philanthropic endeavors. Located at 2371 Agricola St, Halifax, Nova Scotia B3K 4B7, CA, the firm builds lifelong relationships with its clients, consistently delivering excellence in customer service. Starboard Wealth Planners is fully invested in helping you achieve your financial aspirations.
At Starboard Wealth Planners, the focus is on providing tailored financial guidance and building lasting relationships. The team is dedicated to offering the best solutions to help clients generate wealth and secure their financial future. We invite the company’s manager to create a customized and exclusive company showcase and product listing on our platform.
Starboard Wealth Planners est un fournisseur de services financiers de premier plan qui se consacre à la création d'une richesse et d'un héritage significatifs pour ses clients. Fort d'un engagement envers la responsabilité sociale et la diversité, Starboard Wealth Planners apporte plus de 40 ans d'expérience combinée à l'élaboration de solutions clients uniques. L'approche de l'entreprise commence par un processus de découverte approfondi, garantissant une compréhension profonde des valeurs et des objectifs de chaque client.
Starboard Wealth Planners offre une suite complète de services, notamment l'investissement socialement responsable, la planification d'assurance et l'assistance aux projets philanthropiques. Situé au 2371 Agricola St, Halifax, Nova Scotia B3K 4B7, CA, l'entreprise établit des relations durables avec ses clients, offrant constamment l'excellence en matière de service à la clientèle. Starboard Wealth Planners est pleinement investi pour vous aider à atteindre vos aspirations financières.
Chez Starboard Wealth Planners, l'accent est mis sur la fourniture de conseils financiers personnalisés et l'établissement de relations durables. L'équipe se consacre à offrir les meilleures solutions pour aider les clients à générer de la richesse et à assurer leur avenir financier. Nous invitons le directeur de l'entreprise à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.
Key Personnel / Employees
Compare Companies Side by Side
Compare Starboard Wealth Planners with 3 companies in Financial-Services
| Comparison Field |
Starboard Wealth PlannersMain Company |
First Foundation | M...View Profile |
Experior Financial G...View Profile |
Perpetual Wealth Man...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2002 | 2014 | 2019 |
|
Company Size
|
— | 11-50 | 11-50 | 2-10 |
|
City
|
Halifax, Nova Scotia | Edmonton, Alberta | Guelph, Ontario | Pune, Maharashtra |
|
Country
|
Canada | Canada | Canada | India |
|
Skills & Keywords
Comparing with main company
|
21 Total Skills
Financial Planning
Wealth Management
Socially Responsible Investing
Insurance Planning
Legacy Planning
Tax Planning
Investment Services
TFSA
Investing
RRSP
Wealth management
Finance
Philantropy
Mortgages
legacy planning
Tax planning
Business planning
Mutual Funds
Financial Consultant
Estate planning
Life Insurance
|
14 Total
14 Unique
Unique Skills:
Bonding
Car Insurance
Commercial Insurance
Director Insurance
Errors & Omissions Insurance
GIC
+8
|
17 Total
17 Unique
Unique Skills:
Annuities
Careers
Consumer Proposals
Critical Illness
Debt Solutions
Estate Planning
+11
|
16 Total
16 Unique
Unique Skills:
Bonds & NCD
Broking
ELSS
Equity
Equity Investing
Equity Reasearch
+10
|
4
Total Companies2002
Oldest Founded2
Countries66
Unique SkillsSimilar Companies
Other organizations in the same industry
FINTECH Circle
Financial-ServicesLeading global fintech community connecting fintech entrepreneurs, investors and senior financial pr...
Alternative Company Names
This company is also known as