Polaris Advisory exists to help you manage all aspects of your financial life, with a personal care and attention our clients appreciate. We come to work every morning ready to serve you, and to make sure your financial planning and investment strategies are managed with the same level of quality and attention to detail that we would provide our own families.
Our team of CERTIFIED FINANCIAL PLANNER™ professionals provide financial consulting in areas of investments and tax strategies, education funding, employee group benefits, insurance, business succession, risk management, and retirement and estate planning.
Founder Anne Mak and senior associate Michelle Lin have over 20 years’ combined professional experience in financial consulting, securities and advisory services.
Our offices are located in Sunnyvale, Northern California. Polaris Advisory also proudly serves a diverse, multi-cultural clientele including the Chinese community.
Company Details
- Employees
- 12
- Address
- 710 Lakeway Dr, Sunnyvale,california 94085,united States
- Phone
- +1 408 736 8833
- am****@****ory.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- polarisadvisory.com
- Keywords
- IT Consulting.
- HQ
- Sunnyvale, California
Polaris Advisory Questions
Polaris Advisory's helpline number is +1 408 736 8833
Polaris Advisory's website is polarisadvisory.com
Polaris Advisory's LinkedIn profile is https://www.linkedin.com/company/polaris-advisory
Polaris Advisory has
12 employees.
View email and phone details for 12
employees at Polaris Advisory.
Polaris Advisory's industry is
Investment Management
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Polaris Advisory's support email address is amak@polarisadvisory.com
Polaris Advisory's categories are Investment Management
