North Star Financial Group is a Registered Investment Advisory Firm registered in the state of North Carolina. Notices should be sent to 101 Government Avenue SW Hickory, NC 28602. A copy of the firms ADV Part II is available upon request. A copy of the firm’s information provided has been prepared from sources believed to be reliable but its accuracy is not guaranteed, does not represent all available data necessary for making investment decisions, and is for informational purposes only. Moreover, this information does not constitute a recommendation of any kind. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in states where we are registered or where we are excluded from registration or where an exemption from such registration exists, as may be; and any follow-up, or individualized response to any person or persons that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as may be, will not be made absent compliance with state investment adviser requirements, or an applicable exemption or exclusion. This site does not purport to be a complete description of our investment services.
This website is a publication of North Star Financial Group. Information presented is believed to be factual and up-to-date, but we do not guarantee accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
Information on this website does not involve the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the option presented. North Star Financial Group is not engaged in the practice of law or accounting.
Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.
Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.
North Star Financial Group only transacts business in states where it is properly registered, or is excluded or exempted fro registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability.
Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for your investment portfolio. All investment strategies have the potential for profit or loss.
Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results.
Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark.
Some Investment advisor representatives of North Star Financial Group are registered representatives of Purshe Kaplan Sterling Investments, member FINRA/SIPC. As such, they may receive commissions on the sale of securities, including 12b-1 distribution fees from investment companies (mutual funds) in connection with the placement of clients’ funds.
Investmetn advisor representatives may recommend the purchase of insurance-related products. These individuals are licensed insurance agents with various insurance companies and may receive additional compensation for such transactions.
