Polaris Financial Strategies Group Employee Directory

Financial ServicesUnited States2-10 Employees

Polaris Financial is committed to helping every client work toward their personal hopes and dreams. In order to help facilitate these goals an effective easy-to-understand investment plan is needed. Our goal as financial professionals is to provide clients detailed investment plans that can be modified in accordance with changing priorities. This helps our clients understand where the currently stand and were the are headed. 

We provide independent advice, objective research and proactive service to help individuals build, manage and preserve wealth to achieve their lifetime goals. We work with clients who value a personal relationship with their advisory team and a comprehensive approach to managing all of their investment, insurance, tax consideration and estate planning needs. 

The goal of Polaris Financial Strategies Group is to serve our clients, earn their loyalty and truest, and form a relationship that lasts a lifetime.

Securities and advisory services offered through Commonwealth Financial Network®, Member https://www.FINRA.org/https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Polaris Financial Strategies Group 335 Tamiami Trail, Port Charlotte, FL 33953, (703) 467-0370.

The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations.

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