Recommendations Received (2)
"Kathy and her team at STAR are incredibly valuable partners to any investment advisory business...."
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"Kathy and her team at STAR are incredibly valuable partners to any investment advisory business. The provide top notch knowledge and expertise surpassing their peers when it comes to running defined contribution and benefit plans for clients of all sizes."
Products & Services
We help companies and nonprofits create retirement plans that align with their objectives. Whether those objectives are focused on attracting & re...
Recommendations Given (1)
"Rob and Essex have the expertise to provide valuable, well-rounded investment advice, which..."
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"Rob and Essex have the expertise to provide valuable, well-rounded investment advice, which includes how to take advantage of retirement plan opportunities for business owners."