Financial Services Hours: Monday through Friday 8 am - 5 pm. Weekends by appointment only Driving Directions: From I-75, take M-59 eastbound to South Squirrel Rd.into downtown AH. Take the first exit in the roundabout and continue past Auburn Rd. Raymond James is in the Brunswick building immediately on left.
Whether you’re in need of individual financial counsel or robust institutional strategies, we’ve built our business to address the varied needs of our diverse clientele. Our smallest and largest clients deserve our full attention, and we deliver that attentiveness with guidance that’s tailored to your unique challenges and objectives. We take the time to get to know your values and long-term goals, carefully crafting plans that support the future you’re working toward.North Star Wealth Management of Raymond James
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About Us
As a focused and experienced group, we provide the resources and expertise of a large firm, with the consideration and service typically found at a small boutique. We develop strategies with an emphasis on minimizing risk and enhancing long-term success, fortified by thorough, objective investment research and selection.
We work alongside our clients, ensuring our strategies are consistently angled toward their ideal financial outcome. We see your goals as an extension of our own, and work tirelessly to help you achieve every one of them.
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Rep/Contact Info
Nicole Malow
Client Service Associate
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Patrice L.J. Sinclair
Certified Estate Planner/Certified Financial Planner