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Wealth management

STAR Financial LLC is a leader in the field of cutting edge Financial, Tax, Investment and Estate Planning. Headquartered in Jamaica Estates, Queens NY, our diverse client base of affluent clients are located throughout the entire Northeast
STAR Wealth Management LLC provides cutting edge current tax planning, Trust and Estate planning and Estate Tax planning to the HNW, UHNW and Family Office space. STAR Wealth Management also provides Planned Charitable Giving Advisory, cutting edge insurance solutions, private placement life insurance and offers tax advantaged investment platforms.

Mission Statement
Failure to Plan, is Planning to fail. Our mission is to provide quality, strategic guidance and financial services to high-net worth clients to help turn their financial goals into reality.

Regulatory Disclosure

Services are available only in states where we are licensed to do business.
The information provided is given with the understanding that neither the publisher its Representatives or employees, is engaged in rendering legal, accounting, or tax advice. If legal or tax advice or other expert assistance is required, the service of a practicing professional should be sought.
©Star Financial LLC. All Rights Reserved.

Telephone 718.263.STAR ext.101| Toll Free 866.550.STAR ext.101
© Copyright 2025 Star Financial. All rights Reserved.
  • Investment Banking
  • Project Finance
    • Energy
    • Resources
    • Infrastructure
  • Project Development
  • Venture Capital
  • Wealth Management
  • Asset Securitization
  • Actuarial Risk Metrics
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