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Products & Services

Polaris Advisory can help you find financial strategies for every life stage. Whether you’re a young or mature family, a business owner or an executive, we can assist in the following areas:

  • Comprehensive Financial Planning
  • Tax Strategy Planning
  • Retirement Planning
  • Wealth Management
  • Education Funding Planning
  • Asset Protection Planning
  • Goal Accumulation
  • Planning for Business
  • Employee Benefit Planning

Investments

  • Bonds
  • Common Stock
  • Institutional Managed Portfolios
  • Mutual Fund
  • Variable Annuity
  • Market Linked CDs
  • Real Estate Investment Trust
  • Indexed Annuities

Insurances

  • Life Insurance
  • Health Insurance
  • Long Term Care Insurance
  • Disability Insurance

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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