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Your Journey with a Trustworthy Financial Partner Starts Here.

Competence, integrity, and attention are the cornerstones of Polaris Advisory, a wealth management firm focused on you.


Learn More

Your Journey with a Trustworthy Financial Partner Starts Here.

Competence, integrity, and attention are the cornerstones of Polaris Advisory, a wealth management firm focused on you.


Learn More

Our Mission Statement

Our Mission Statement

Polaris Advisory strives to provide client-centric service which enables you to focus on what is essential in your life and to pursue your dreams.

 

Our Philosophy

Our main priority is to understand and relate to your needs, wants, and long-term goals. This enables us to develop, implement, and monitor a strategy that’s designed to address your needs so that you can focus on what’s important in your life.

Personal finance challenges like saving for college or investing for retirement can be overwhelming. It is our mission to utilize all of our resources, knowledge, and experience to help you make sense of your finances and to help you pursue your goals.

Business owners face a broad spectrum of retirement and employee benefit plans. It is our goal to partner with them to simplify their options and find suitable solutions.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

 

 

 

The Growing Family

 

 

The Harvesting Family

 

 

Single Adult Household

 

 

Business Owners

 

 

Executives

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Contact

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 4087368833
Fax:
Toll Free:

Email: amak@polarisadvisory.com

710 Lakeway Drive Suite 250 , Sunnyvale, CA 94085

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA

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