G. Pollack Financial

Providing Independent Financial Planning and Wealth Management Strategies

Why G. Pollack Financial?

Welcome to G. Pollack Financial, where we provide independent financial planning and investment management services for those looking to plan well and enjoy life!

 

Gregory M. Pollack, JD, CFP® has his Certified Financial Planner® designation and has helped hundreds of clients from all over Oregon, Washington, California and Colorado to create dynamic portfolios and find investment opportunities to suit their needs.

Every customer that walks through our door has a different situation, and that is why we take the time to get to know our clients and gain an in-depth understanding of their long-term goals and objectives.

 

Our unique approach to financial planning and advising covers everything from current finances to retirement planning and everything in between. From there we create a comprehensive strategy with clear targets and timelines to help attain one's objectives. To learn more, check out his Cardinal Rules of Investing.

 

The process of building wealth and financial planning can be both complex and time consuming. That is why we help you take an objective approach to addressing your needs and give you the knowledge you need to make smart and informed decisions about your finances. Our independence further gives you the freedom to find the solutions that make the most sense for you without any hidden agendas. If you are interested in working with an independent financial advisor that puts your needs first, call us at 541-323-1008.

Check the background of this firm and investment professional on FINRA's BrokerCheck

 

 

 

 

 

 

 

 

 

©2018 G. Pollack Financial. All rights reserved.

250 NW Franklin Ave, Suite 401C
Bend, OR  97703
Phone 541-323-1008   Fax 541-323-1009 

 

G. Pollack Financial Serves all of Washington, California, Colorado and Oregon including: Bend, Redmond, Sisters, Prineville, La Pine, Madras and Sunriver.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: CA, CO, OR, WA.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and G. Pollack Financial are not affiliated.