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Contact


845 229 2362

jklinhouse@aol.com


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Hours of Operation


Monday
09:00 am - 06:00 pm
Tuesday
09:00 am - 06:00 pm
Wednesday
09:00 am - 06:00 pm
Thursday
09:00 am - 06:00 pm
Friday
09:00 am - 06:00 pm
Saturday
Closed
Sunday
Closed


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Retirement Savings


Whether you’re just getting started, or you’re reevaluating your assets, let our team help you make the most of your retirement goals.


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Our Location


NorStar Investigations employs expert investigators with experience in all areas of the industry.

We can assist with assignments including:


  • Child Custody Investigations
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  • Insurance Fraud Investigations

  • Workman’s Comp. Investigations

  • Background Investigations

  • Surveillance Operations

  • Infidelity Investigations





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    NorStar Investigations employs expert investigators with experience in all areas of the industry.



    We began our cooperative six years ago when Jeff, our lead partner, decided to branch out of his twenty-six-year position at Wells and Lawman in order to start a financial advisory firm of his very own. He worked diligently to hand-pick staff suited to this atmosphere of expert qualifications with a people-centric mindset. Our team comes from a range of backgrounds and experiences in the financial sector, from investment banking to personal financial counseling to retirement portfolio management. We bring our skills and experience together to help deliver what’s best for each of our partners.




    Our Team


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    Smiling businesswoman

    Samantha Smith

    Founder

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    Smiling businessman

    Paul Martin

    Senior Financial Advisor

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    Smiling businessman

    Peter Johnson

    Financial Advisor

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    We Understand the Difference That Expertise and Quality Care Can Make.



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    What Our Clients Say



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    Smiling businesswoman

    Smiling businesswoman

    “Working with Financial Advice Experts helped me set up the right savings for my kid's college fund. Thanks so much!” – Carie Cando


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    Smiling businessman

    “ROTH, 401K, IRA...so many words that your team helped make sense of. I feel confident in my retirement plan now!” – Sam Savor



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    Smiling businesswoman

    “I wanted to know how to budget all of my financial goals wisely, from inheritance managements to supporting causes I believe in. These guys delivered!” – Jane Smith




    5 Valerie Court    |   jklinhouse@aol.com   |   845 229 2362



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