WHAT ARE YOU HERE FOR?

 

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YOU AND YOUR FAMILY?

Personalized Wealth Management

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YOUR BUSINESS?

Employer-Sponsored Retirement Plans

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INSTITUTIONAL SOLUTIONS?

M&A and Sub-Advisory Investment Solutions

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How Can We Assist You?

 

  • Trust and Your Advisor…
  • Managing Your Retirement…
  • Preserving Your Wealth…
  • My Family and My Legacy…
  • How to Invest Responsibly…
  • Keeping Up-to-Date…
 
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Approximately

$1.1 BILLION

ASSETS UNDER MANAGEMENT

 

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8

STRATEGIES

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5

NATIONAL OFFICES

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OVER 20 YEARS

IN BUSINESS

 

Polaris Greystone in the News

 

Tech Sector Snapshot

May 9, 2018

Jeff Powell, Managing Partner and Chief Investment Officer of Polaris Greystone Financial Group appeared on Fox Business News on May 9, 2018. Jeff provided his thoughts on companies he believes are currently excelling in the tech industry.

 

WHAT IS EVERYONE TALKING ABOUT?

INTERESTED IN SCHEDULING A MEETING
OR A SECOND OPINION?