WHAT ARE YOU HERE FOR?

 

 

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…
 

Approximately

$1.1 BILLION

ASSETS UNDER MANAGEMENT

 

 

8

STRATEGIES

 

5

NATIONAL OFFICES

 

OVER 20 YEARS

IN BUSINESS

 

Polaris Greystone in the News

 

Debt Ceiling Drama Overplayed

August 24, 2017

Jeff Powell, Managing Partner and Chief Investment Officer of Polaris Greystone Financial Group appeared on CNBC Wall Street Wrap, August 24th, 2017. Jeff addressed why he believes there's little risk of a debt ceiling default despite all the "political d

 

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