Five Star Financial

25 Lake St N Ste 310
Forest Lake, MN 55025-2539

651-464-1198

Payment Types

Insurance Accepted (call for details)

Services Offered

College Planning, Corporate Taxes, Estate Planning, Estate Taxes, Estates, Trusts & Gifts, Financial Planning, Income Tax Planning, Individual Retirement Programs, Pension Plans, Profit Sharing Plans, Retirement Planning, Tax Penalty Assistance, Tax Planning & Preparation

Licenses, Certifications, Accreditations

AICPA Member, Certified CPA

Products Offered

Certificates of Deposit, Credit Cards, Mortgages / Home Loans, Savings Accounts, Student Loans

Specialty

Credit Union

Products Offered

Liability Protection, Pension Plans / 401K Plans / Other Employer Plans, Public Stocks / Mutual Funds / Bonds, Annuity Plans

Services Offered

Insurance Coverage, Estate Planning

Customers Served

Individual, Residential

Specialty

Earthquake Insurance, Life Insurance, Health Insurance, Income Insurance, Auto Insurance

Licenses, Certifications, Accreditations

Chartered Life Underwriter (CLU)

Areas Served

Local, Nationwide, Worldwide