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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

NorStar Financial of Plano, LLC

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Plano, TX
NorStar Financial of Plano, LLC

NorStar Financial of Plano, LLC, is a registered comprehensive private wealth management company. We embrace our fiduciary duty wholeheartedly.

Trusted partner in your journey to financial Security

NorStar Financial of Plano was founded on a belief that financial planning should be accessible and built on trust and transparency. We don’t need any financial regulatory body to tell us to put your best interests first because your success is our success. We don’t trip you with hidden fees or “gotcha” surprises. We are independent and fee on

ly financial planning and investment advisory firm, meaning we work only for you. We help gen X and Y like you to simplify, organize and understand your personal finance so that you can make informed financial decisions. We will support you and guide you on your way to achieve your financial objectives. Contact us and let us show you how we can work together to secure a bright future for you and your loved ones.

04/18/2025

Wish everyone a Happy Easter Weekend!

01/31/2025

Empowering Your Futures Now
https://www.norstarfin.com/empowering-futures-the-vitality-of-planning-now-for-generation-x/

12/20/2024

Here at NorStar Financial, we wish you ALL a very merry Christmas, & a happy, healthy and prosperous new Year!

11/21/2024

End 2024 Strong with These Financial Moves

2024 is rapidly drawing to an end, but no worry, you still have time to finish this year strong with these financial moves...
https://www.norstarfin.com/end-2024-strong-with-these-financial-moves/

10/03/2024

On September 18, 2024, the Federal Reserve announced that it cut its interest rate by half percentage point. The news quickly became financial headline worldwide.

So what is Fed’s interest rate? And why do Wall Street folks pay so much attention to it? https://www.norstarfin.com/why-is-feds-recent-interest-rate-cut-such-a-big-deal/

04/05/2024

Did you know that April is Global Autism Awareness Month?
If you are suspecting your child is developmentally delayed, or your child has been diagnosed with autism, you may be wondering "what's my next step?"
Here are some steps you can take after your child has been diagnosed with autism...https://www.norstarfin.com/your-child-has-been-diagnosed-with-autism-now-what/

03/06/2024

Celebrating International Women's Day!

March, 8 is the International Women's Day. To celebrate this day with women everywhere, our Principal, Summer Xia, wrote an article talking about women's financial independence and empowerment. Read this article here: https://www.norstarfin.com/why-financial-planning-is-crucial-to-women/

02/20/2024

Do you own a business? While running a small business is rewarding, it can also be difficult to navigate the financial landscape. Here are five common financial mistakes that we’ve identified that small business owners often make plus our tips on how to avoid them...https://www.norstarfin.com/5-financial-mistakes-small-business-owners-make/

02/17/2024

Summer Xia, our firm's Principal, at a recent wealth management conference held in Irving, Texas, bringing the latest wealth management trends and strategies to our clients and prospective clients.

02/09/2024

Happy Lunar New Year!
The Year of Dragon starts on February 10, 2024. We wish you all a happy and prosperous year of dragon!
According to traditional Chinese myth, the personality traits of people born in the year of the dragon are: charismatic, intelligent, confident, powerful and they are naturally lucky and gifted.

01/11/2024

New Year New You. Start 2024 on the Right Financial Foot: Practical Steps for a Prosperous Year. https://www.norstarfin.com/start-2024-on-the-right-financial-foot/

12/18/2023

The countdown to Christmas is on... Here at NorStar Financial, we wish you and your family a very merry Christmas and a happy and healthy 2024!🎊🎊🎉🎉 Like you, we are preparing for the upcoming holidays, and some of us are even pondering New Year's resolutions and making plans for 2024. Here, let us share with you the Top 10 destinations on American Express Travel’s annual Trending Destinations list for 2024. Whether you want to go with/against the crowd, let this list inspire your New Year's plans. Here we go:

1. Adelaide Hills, Australia
2. Bodrum, Turkey
3. Santa Fe, New Mexico
4. Niseko, Japan
5. Porto Servo, Italy
6. San Miguel de Allende, Mexico
7. Seychelles, Indian Ocean
8. Udaipur, India
9. Zermatt, Switzerland
10. St. Kitts and Nevis, Caribbean

Address

5700 Tennyson Parkway, Suite 300
Plano, TX
75024

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.norstarfin.com/

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