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At G. Pollack Financial, we endeavor to help you in all areas of your financial life. Through our comprehensive financial planning process, we help you create a financial blueprint in many areas, including but not limited to:

  • Retirement

  • Education

  • Asset Allocation

  • Wealth Management

  • Cash Flow Analysis

  • Insurance Planning

  • Estate and Gift Taxation

  • Business Succession

  • Key Employee Retention

  • Charitable Giving

What are the top 3 reasons you should choose Greg Pollack as your Financial Advisor?

#1:   G. Pollack Financial deals focuses on real, meaningful numbers that pertain to your personal financial situation and we can create a customized plan that makes sense for your personal situation.

#2:   We are an independent financial services firm and are not compelled to follow an agenda or push particular products. We work to help find the best financial products to fit your individual needs. We're also flexible and offer fee structure options for our work.

#3: We're here when you need us. G. Pollack Financial takes a very personal approach to financial planning and we are always available to answer any questions you may have about your finances. Call us today at 541-323-1008 for more information.

If you are looking for a local company you can collaborate with for your financial future, consider G. Pollack Financial, an independent financial services firm based in Bend, Oregon. Call us today at 541-323-1008 or email to set up a complimentary consultation. G. Pollack Financial serves all of Central Oregon including: Bend, Redmond, Sisters, Prineville, La Pine, Madras, and Sunriver. Greg is also licensed in the states of Washington, California and Colorado.

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