Client Account Links
Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.
- Client Personal Financial Homepage - Existing financial planning clients can view updated account balances of all their desired financial accounts.
- Fidelity Accounts - Connect directly to Fidelity to view the current status of all you Fidelity accounts.
These pages contain links to third-party company websites. By selecting a link, you will be leaving our website and launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither North Star Wealth Strategies LLC nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.