STAR FINANCIAL SOLUTIONS, INC
SARASOTA, FLORIDA

Founded on December 11, 2017, STAR Financial Solutions, Inc. is a Florida-based holistic financial planning firm dedicated to enhancing the quality of life for its clients through comprehensive wealth management and advisory services. With an office located at 6710 Professional Parkway West, Suite 201B, Sarasota, FL, STAR prides itself on delivering independent and unbiased advice centered around meticulous investment management and exceptional client service. STAR Financial Solutions emphasizes a client-focused approach, particularly supporting individuals and families striving to achieve financial security. Their services are notably beneficial for women who may be new to investing. The firm helps build robust retirement assets, employing tailored financial strategies aligned with clients' personal goals to ensure retirement income meets their aspirations. Collaborations extend to working alongside clients, attorneys, and accountants in tax planning, trust and estate planning, creating enduring legacies across generations. The firm operates as a holistic advisor, encompassing various facets of financial management from cash-flow and estate planning to asset and investment management, life insurance options, and long-term care strategies. STAR Financial Solutions maintains compliance with securities laws across multiple states including AR, CA, CO, CT, FL, GA, IL, MI, NM, NY, PA, VA, TX, SC and licenses for selling insurance within these jurisdictions. With a leadership team spearheaded by President Esther Kuznetz as of the latest annual report filed on February 5, 2024, STAR Financial Solutions fosters enduring client relationships that often extend into personal friendships. Their website—starfinancialsolutions.com—provides further details on their services and philosophy.