Polaris Greystone Financial Group, LLC provides comprehensive wealth management services to individuals, trusts, estates, charitable organizations, and businesses. Our goal is to help our clients reach their financial goals. We also serve retirement plan sponsors by helping them develop, design, implement and maintain plans that meet their needs. We are an independently owned, fee-only, federally registered investment adviser with approximately $1 billion in client assets under management. We have offices in San Rafael, San Jose and Irvine, CA, Troy, MI and Houston, TX and serve clients throughout the country.
Polaris Greystone Financial Group, LLC provides comprehensive wealth management services to individuals, trusts, estates, charitable organizations, and businesses. Our goal is to help our clients reach their financial goals. We also serve retirement plan sponsors by helping them develop, design, implement and maintain plans that meet their needs. We are an independently owned, fee-only, federally registered investment adviser with approximately $1 billion in client assets under management. We have offices in San Rafael, San Jose and Irvine, CA, Troy, MI and Houston, TX and serve clients throughout the country.
Company Information
- Industry
- Real Estate
- Company Type
- Privately Held
- Founded
- unknown
- Employee Range
- 11-50
- Revenue Range
- Not available
Location
- Address
- 824 E Street CA San Rafael
- City
- San Francisco
- Region
- California
- Postal Code
- 94901
- Country
- United States