Our story

Our story

Five Star Financial Group strives to be first-in-mind as the financial services provider for our clients and prospects because of the expertise, quality of preparation and dependable care our team provides. With humility at the forefront, we spend time cultivating relationships with our clients to define their goals and develop a specialized financial strategy that will meet their needs.

We are committed to building strong relationships and delivering a client experience that provides innovative solutions to accomplish their goals. We serve clients at all stages of life. We enjoy working with people that rely on our financial expertise and see the value in the advice we provide. By working with Five Star Financial Group, you get to work with a team of financial professionals committed to heightening the client experience through shared resources, knowledge and the use of each of our strength zones. 

Our team, combined, has more than 70 years of experience in the financial services industry. We specialize in comprehensive financial and tax efficiency planning. We have extensive expertise in estate and retirement proficiencies that provide our clients with the knowledge necessary to pursue and achieve their personal goals. 

Team brochure

Newsletter Q2 2024