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Starboard Wealth Planners

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we are a socially responsible team with a focus on diversity. starboard wealth planners have over 40 years of experience and are ready to help you create meaningful wealth and legacy by creating unique client solutions. we do this by starting with a thorough discovery, where we get to know you, your values and your goals. we offer solutions consisting of socially responsible investing, insurance planning, and the ability to assist in philanthropic enterprises. we build life long relationships with our clients and strive to offer excellence in customer service.

Headquarters:
Halifax, Nova Scotia, Canada, B3k 4b7
Industry:
Financial Services
Founded:
2002
Employees:
-
Annual Revenue:
-
Type: Private
Ticker: -
Estate PlanningBusiness PlanningFinancial PlanningInvestingFinanceLegacy PlanningTfsaTax PlanningRRSPWealth Management

Frequently asked questions about Starboard Wealth Planners

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Where is Starboard Wealth Planners located?

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Starboard Wealth Planners' headquarters is located at Halifax, Nova Scotia, Canada, B3k 4b7

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Starboard Wealth Planners is in the industry of: Financial Services

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Starboard Wealth Planners Linkedin page

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Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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