Working to make great business people great investors

Northern State Financial, Inc. is a boutique financial services firm focused on serving small- and medium-sized privately held companies.


We establish relationships with our clients on foundations of trust, and we cultivate those relationships for the long-term. Whether it's designing a corporate retirement program or helping a business owner decide the right time to retire, we have the resources and the knowledge to address your needs—and we have your best interests at heart.


We like to work closely with our clients to help achieve their goals. That’s why we work best with small- and middle-market companies in a high-touch environment. We’re happy to leave the mega firms to handle the large transactions. We prefer to provide smaller clients with the personal attention and exemplary service they deserve.


Personal attention. Integrity. Client-centered service. Northern State Financial, Inc.



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