Stephen  Ostrofsky,  CFP<sup>&reg;</sup> - Financial Advisor

Stephen Ostrofsky, CFP®

Founder

True North Financial Advisors

4800 N. Federal Highway, Ste E-302
Boca Raton, FL 33431
FINANCIAL ADVISOR'S WEBSITE
(855) 377-7526
(561) 447-8500
CONNECT WITH Stephen
  • linkedin link

General

Stephen Ostrofsky is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at True North Financial Advisors in Boca Raton, FL and the surrounding communities.

Financial Advisor Overview

Our mission is to educate investors about the benefits of fee based financial advice that discloses all relevant facts, including the costs you pay for your financial advice.

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Financial Advisor Experience

Over 30 years experience in the financial services industry.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: FL
  • Health/disability insurance: FL
  • Variable annuities: FL

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Stephen Ostrofsky is registered with and securities are offered through Kovack Securities, Inc.
Member FINRA/SIPC. 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308 (954) 782-4771.
Advisory Services offered through Kovack Advisors, Inc.
True North Financial Advisors, Inc. is not affiliated with Kovack Securities Inc. or Kovack Advisors, Inc.
 

Financial Advisor's Specialties

Arbitration & Mediation, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Job Loss, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs

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Helpful Financial Planning Resources