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STAR Financial Solutions

  •  Tel: 941-357-1390
  •  Fax: 941-803-1697
  •  Email: esther@starfinancialsolutions.com
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STAR Financial Solutions

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About STAR Financial Solutions

STAR Financial Solutions is about more than growing assets.  It’s about quality of life, richness of experience, setting goals and planning your dreams.  It is our objective to positively influence the financial future of our clients, to assist in establishing and designing an appropriate financial strategies that is in alignment with their goals.  We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and their family.

We enjoy working with all individuals and families, with an emphasis on women who might not have much experience with investing. We help build retirement assets and then utilize a financial strategy so that retirement income goals will match your dreams.  We work with our clients, their attorneys and accountants for tax planning, trust and estate planning, and building a legacy for future generations.  This partnership proves very helpful during the stress of tax season, planning of distribution of current and future assets, especially in times of life adjustments such as marriage, divorce and the passing of a loved one.

At STAR Financial Solutions, we provide unbiased and independent advice, disciplined investment management and a commitment to exceptional service.  We strive to build client relationships for a lifetime. Often times, our clients become our friends and our friends become our clients.

STAR Financial Solutions is a financial firm that can be defined as your holistic financial planner, wealth manager and advisor.  We see the entire picture and provide guidance and perspective in the areas of cash-flow planning, estate planning, funding strategies, retirement planning, asset management, investments, life insurance options, long-term care and more.

We look forward to working with you. 

Contact us for a complimentary, no obligation portfolio review

About

  • Our Team
  • Our Philosophy
  • Our Process
  • Our Commitment to You

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2970 University Parkway
Suite 200
Sarasota, FL 34243
  •  Tel: 941-357-1390
  •  Fax: 941-803-1697
  •  esther@starfinancialsolutions.com

Important Disclosures

 

Form CRS          The Investment Center, Inc.

 

All securities offered through The Investment Center, Inc. Bedminster,NJ- Member FINRA/SIPC. Advisory Services provided through IC Advisory Services, Inc.-An SEC Registered Investment Advisor. Esther Kuznetz, Peter Borho and Cheryl Fainelli are registered representatives of The Investment Center, Inc. STAR Financial Solutions is not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc.

Esther Kuznetz is Registered to sell securities in the following states: FL, GA, IN, MI, NJ, NM, NY, OH, PA, SC
Esther Kuznetz is Registered with IC Advisory Services in the following states: CO, FL, GA, KY, ME, MA, NJ, NY, NC, OH, PA, SC, TX

Peter Borho is Registered to sell securities in the following states: FL, CA, CO, CT, KY, MI, MO, NH, NY, OH, TN
Peter Borho is Registered with IC Advisory Services in the following states: CO, FL, IL, MO, NY

Cheryl Fainelli is Registered to sell securities and is Registered with IC Advisory Services in FL

 

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