The right adviser can make all the difference in how much money you keep. Whether you are starting out, saving for your child’s education or planning for retirement, we can help you address your financial goals. We work one-on-one with you to provide the guidance, information, training, tools and strategies that may help you build your wealth and protect your hard-earned money.
Wealth Management/Philanthropy:
- Help clients and donors achieve their highest aspirations for themselves, their family, and the community
- Integrate gift planning with nonprofits: major and planned gift programs
Business Services:
- Design and implement programs that protect and grow business interests
- Provide creative strategies that help client face challenges in changing business climate
Wealth Strategies for Working People:
- Implement Strategies to adequately accumulate, distribute and transfer retirement assets
- Ensure that families reach funding goals
Company Details
- Employees
- 1
- Founded
- 2005
- Address
- 596 Franklin Ave, Nutley,new Jersey 07110,united States
- Phone
- (973) 783-2555
- sc****@****oup.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Wealth Management, Philanthropy, Hourly Consulting, Investment Management, Corporate Retirement Plans, Charitable Gift Planning, Financial Planning, Estate Planning, Retirement Planning, Elder Care Planning, Tax-Efficient Investing.
- HQ
- Nutley, New Jersey
Pollack Financial Group, Llc Questions
Pollack Financial Group, Llc's helpline number is (973) 783-2555
Pollack Financial Group, Llc's website is http://www.pollackfinancialgroup.com
Pollack Financial Group, Llc's LinkedIn profile is https://www.linkedin.com/company/pollack-financial-group-llc
Pollack Financial Group, Llc has
1 employees.
View email and phone details for 1
employees at Pollack Financial Group, Llc.
Pollack Financial Group, Llc's industry is
Financial Services
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Pollack Financial Group, Llc's support email address is scott@pollackfinancialgroup.com
Pollack Financial Group, Llc's categories are Financial Services
Pollack Financial Group, Llc's founding year is 2005
