Five Star Partners

(on north central expressway)
Financial and Investment Services in Richardson, TX
Financial and Investment Services
Financial Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

100 North Central Expressway
Richardson, TX
75080

About

At Five Star Partners, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies *
Retirement investing and distribution strategies *
Estate conservation issues
Risk management analysis
We also can answer your questions, including:

Can I retire early? *
Are my investments working hard enough? *
What’s a good approach for college savings? *
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Photos

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Services

  • Retirement Plans
  • Tax Plans
  • 401(k) and 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchase Plans
  • Profit Sharing Plans
  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Latest

Ever thought you could have chicken soup without the chicken? This recipe shows you how. BONAPPETIT.COM This Recipe Is Everything I Love About Chicken Soup, Minus the Meat
If you’re feeling the weight of the world on your shoulders lately, you’re not alone. Stretch out the stress with this quick and calming technique. HUFFPOST.COM A Simple Way To Move Your Body That Will Instantly Relieve Stress
Time to feed your mind, literally. Find ways to incorporate these brain-boosting foods for better mental health. MINDBODYGREEN.COM 8 Go-To Foods This Nutritional Psychiatrist Eats For Better Brain Function
Millennials find new financial challenges and ways to overcome them in the wake of COVID-19. KIPLINGER.COM Facing Financial Firsts in the Wake Of COVID-19 | Kiplinger
Have a great Labor Day weekend!
Gym still closed? Explore the variety of free workouts available on YouTube to keep up with your fitness goals and stay active. Here are five of the top videos available. OUTSIDEONLINE.COM YouTube Workouts for Every Mood, Activity, and Fitness Level
You’re the conductor of your 401k, IRA and taxable savings. FIVESTARADVISORS.COM Orchestrating Your Retirement Accounts
Ben Franklin used compound interest to make big contributions to his two favorite cities. FIVESTARADVISORS.COM The Power of Compound Interest
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events. FIVESTARADVISORS.COM Monthly Market Insights | December 2020
Your #insurance needs don’t stay the same when the nest empties, but what changes? FIVESTARADVISORS.COM Insurance Needs Assessment: For Empty Nesters and Retirees
Most of our clients recognize the cheerful voice of Robin Owens when they call our office. Robin taught middle school and high school band for 30+ years and when she retired she came to work with John Sweeden her lifelong friend at Five Star. Robin stays active in music by playing in the Dallas Winds and is also the conductor of the Richardson Community Band. We hope you enjoy the Christmas video Robin created with the Richardson Community Band! Richardson Community Band November 27 at 4:00 PM · RCB kicks off the holiday season with a virtually, socially-distanced performance of SLEIGH RIDE!
There are ways to protect your business in the event of your death or the death of a partner. FIVESTARADVISORS.COM Insuring Your Business With a Buy/Sell Agreement
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now. FIVESTARADVISORS.COM Lesser Known Provisions of the SECURE Act
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement FIVESTARADVISORS.COM Is a Variable Annuity Right for Me?
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor FIVESTARADVISORS.COM Tax Deductions You Won't Believe
When the rules of the game change, tactics should follow in response to the new landscape. FIVESTARADVISORS.COM Revising Estate Strategy Assumptions
Could your portfolio benefit from a zero-coupon bond? FIVESTARADVISORS.COM The ABCs of Zero Coupon Bonds
The financial risks to consider when evaluating self insurance? #Insurance FIVESTARADVISORS.COM When to Self-Insure
If you died, what would happen to your email archives, social profiles, and online accounts? FIVESTARADVISORS.COM Safeguard Your Digital Estate
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy FIVESTARADVISORS.COM The Junk Drawer Approach to Investing
Creating a home inventory can help you fully recover any property losses you incur. Include these four things. FIVESTARADVISORS.COM Inventorying Your Possessions
You’ll need to weigh several factors before retiring abroad. FIVESTARADVISORS.COM Thinking of Retiring Abroad?
How do you find care for your special-needs child? FIVESTARADVISORS.COM Tips for Finding Care for Your Disabled Child
How prepared are you for retirement? FIVESTARADVISORS.COM The Pre-Retirement Checklist
Worried about passing your wealth to a troubled adult child?There are strategies that can help. FIVESTARADVISORS.COM When Heirs are Imperfect
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill. FIVESTARADVISORS.COM Monthly Market Insights | January 2021
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview. FIVESTARADVISORS.COM Understanding the SECURE Act
If you don’t have an #estatestrategy, here’s some reasons why you should. FIVESTARADVISORS.COM Why Everyone Needs an Estate Strategy
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you. FIVESTARADVISORS.COM How to Make the Tax Code Work for You
Do you know how long it may take for your investments to double in value? FIVESTARADVISORS.COM The Rule of 72
Do you have a will? Is it updated? FIVESTARADVISORS.COM When Do You Need a Will?
College, kids and costs. FIVESTARADVISORS.COM Getting a Head Start on College Savings
Investors should understand the ways in which financial professionals are compensated for the services they provide. FIVESTARADVISORS.COM How Financial Professionals Are Compensated
Wall Street has a lot of cliches. How many do you know? #WallStreet FIVESTARADVISORS.COM 16 Wall Street Cliches in 60 Seconds
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions. FIVESTARADVISORS.COM Monthly Market Insights | February 2021
Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more: FIVESTARADVISORS.COM Qualifying For Medicare Under Age 65
Attention Estate Executors: Do you know about the Alternate Valuation Date? FIVESTARADVISORS.COM Understanding the Alternate Valuation Date
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss. FIVESTARADVISORS.COM Protecting Your Home Against Flood Loss
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow. FIVESTARADVISORS.COM The Long Run: Women and Retirement
Long-term care: three words many people hope they'll never need. FIVESTARADVISORS.COM Understanding Long-Term Care
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready? FIVESTARADVISORS.COM Estate Management Checklist
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA FIVESTARADVISORS.COM IRA Withdrawals that Escape the 10% Tax Penalty
When the rules of the game change, tactics should follow in response to the new landscape. FIVESTARADVISORS.COM Revising Estate Strategy Assumptions
The financial risks to consider when evaluating self insurance? #Insurance FIVESTARADVISORS.COM When to Self-Insure
Periodic withdrawals in retirement may not be such a good idea. FIVESTARADVISORS.COM Systematic Withdrawals in Retirement
Consider a bucket plan to go with your bucket list. FIVESTARADVISORS.COM A Bucket Plan to Go with Your Bucket List
Over age 50? You may be able to catch-up on retirement. FIVESTARADVISORS.COM Catch-Up Contributions
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions. FIVESTARADVISORS.COM Directors and Officers Liability Insurance
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks. FIVESTARADVISORS.COM Monthly Market Insights | March 2021
Did you know that women control 51% of all personal wealth in the United States? FIVESTARADVISORS.COM Women on the Rise
Every year since 1947, the U.S. President pens an economics textbook. FIVESTARADVISORS.COM Required Reading: The Economic Report of the President
#Marriage changes everything, including your #insurance needs. Here are some things to look out for FIVESTARADVISORS.COM Insurance Needs Assessment: When You're Newly Married
Where there's a will there's a way. Don't leave your estate unattended—update your documents. FIVESTARADVISORS.COM Critical Estate Documents
If you don’t have an #estatestrategy, here’s some reasons why you should. FIVESTARADVISORS.COM Why Everyone Needs an Estate Strategy
Every year since 1947, the U.S. President pens an economics textbook. FIVESTARADVISORS.COM Required Reading: The Economic Report of the President
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why. FIVESTARADVISORS.COM Tax Rules When Selling Your Home
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income. FIVESTARADVISORS.COM Jane Bond: Scaling the Ladder
If you can’t make it in person join us online! DALLASWINDS.ORG Concert, Tue Mar 23, 7:30pm - Meyerson+Livestream Dallas Winds March 9 at 4:51 PM · Jerry Junkin triumphantly returns to the Meyerson stage for a special LIVE concert of overtures, marches & sea shanties! In-Person + Livestream. Info & tickets: dallaswinds.org
#Marriage changes everything, including your #insurance needs. Here are some things to look out for FIVESTARADVISORS.COM Insurance Needs Assessment: When You're Newly Married
Where there's a will there's a way. Don't leave your estate unattended—update your documents. FIVESTARADVISORS.COM Critical Estate Documents
If you don’t have an #estatestrategy, here’s some reasons why you should. FIVESTARADVISORS.COM Why Everyone Needs an Estate Strategy
Ever heard of a Roth 401(k)? Would one be right for you? FIVESTARADVISORS.COM What Is a Roth 401(k)?
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit. FIVESTARADVISORS.COM A Fruitful Retirement: Social Security Benefit
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why. FIVESTARADVISORS.COM Tax Rules When Selling Your Home
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income. FIVESTARADVISORS.COM Jane Bond: Scaling the Ladder
If you can’t make it in person join us online! DALLASWINDS.ORG Concert, Tue Mar 23, 7:30pm - Meyerson+Livestream Dallas Winds March 9 at 4:51 PM · Jerry Junkin triumphantly returns to the Meyerson stage for a special LIVE concert of overtures, marches & sea shanties! In-Person + Livestream. Info & tickets: dallaswinds.org
#Marriage changes everything, including your #insurance needs. Here are some things to look out for FIVESTARADVISORS.COM Insurance Needs Assessment: When You're Newly Married

Information

Company name
Five Star Partners
Category
Financial and Investment Services

FAQs

  • What is the phone number for Five Star Partners in Richardson TX?
    You can reach them at: 972-235-8881. It’s best to call Five Star Partners during business hours.
  • What is the address for Five Star Partners on north central expressway in Richardson?
    Five Star Partners is located at this address: 100 North Central Expressway Richardson, TX 75080.
  • What are Five Star Partners(Richardson, TX) store hours?
    Five Star Partners store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.