Bend Oregon Financial Planning and Investment Management
Welcome to G. Pollack Financial, where we provide independent financial planning and investment management services for those looking to plan well and enjoy life! Greg Pollack 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 Greg Pollack, JD, CFP® takes the time to get to know his customers and gain an in-depth understanding of their long-term goals and objectives. Greg's unique approach to financial planning and advising covers everything from current finances to retirement planning and everything in between. From there he creates a comprehensive strategy with clear targets and timelines to help attain those goals. 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.
What are the top 3 reasons you should choose Greg Pollack as your Financial Advisor?
#1: G. Pollack Financial deals with 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 we are not compelled to follow an agenda or push particular products. We are all about finding 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.
Through our comprehensive financial planning process, we can help you create a financial blueprint in many areas, including:
• Financial Planning
• Wealth Management
• Asset Allocation
• Retirement Planning
• Cash Flow Analysis
• Insurance Planning
• Estate and Gift Taxation
• Business Succession
• Key Employee Retention
• Charitable Giving
If you are looking for a local company you can trust with 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 firstname.lastname@example.org 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.