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Company News

Gregory Pollack, president and founder of G. Pollack Financial recently celebrated the company's 3rd anniversary since being launched in early 2010.  During the first 3 years of business, G. Pollack Financial has grown into a thriving financial planning and wealth management practice, with well over 100 clients in OR, CA, WA and CO.

 
In addition to the practice, Greg’s passion for the community is evidenced by his service as a current Board Member with United Way of Deschutes County, as former Treasurer and Board Member with Saving Grace, as well as his membership in the Bend Chamber of Commerce, Opportunity Knocks, Toastmasters, and the Muscular Dystrophy Association.  Greg, a Leadership Bend graduate of 2009, holds a bachelor's degree from the University of Michigan in Ann Arbor, MI, as well as his law degree from Emory University in Atlanta, GA.  In addition to his law degree, Greg also is a Certified Financial Planner® practitioner, Financial Advisorand holds his series 7, 9, 10, 24, 63, and 66 securities licenses. 
 

G. Pollack Supports Muscular Dystrophy 

Gregory Pollack, president and founder of G. Pollack Financial, successfully participated in the 2013 MDA Lock-Up, the purpose of which is to raise money for Muscular Dystrophy.  Greg, seen here with his son Josh, traveled to the Deschutes Brewery Mountain Room in style in a classic car where lunch was served and donors continued working to raise money.  G. Pollack Financial raised over $800 for this event.

 

G. Pollack Financial Invited to Address COMS 

Gregory M. Pollack, president and founder of G. Pollack financial, was invited to speak with the Central Oregon Medical Society on two separate occasions, most recently in February discussing 2013 Tax Changes and Implications and previously in October ’11 discussing Financial Strategies for 2011 and Beyond.The fact that several members of the Medical Society continue to speak with Greg on a regular basis, strongly suggests that both presentations were well received.
 
 

G. Pollack Financial Participates in United Way Days of Caring 2013 

Gregory M. Pollack, president and founder of G. Pollack Financial, teamed up with the United Way of Deschutes County for their annual "Days of Caring" in June.  Greg, seen here with his son Josh, joined 4 other teams at River Bend Park spreading fresh mulch on all of the tree wells.  In addition to beautifying the park, the mulch will help the trees retain moisture during the hot summer months.
 
 Days of Caring Bend Oregon

G. Pollack Financial Celebrates Milestone 

G. Pollack Financial celebrates it's one year anniversary in March of 2011.  G. Pollack Financial president and founder, Gregory Pollack - seen here with his wife Shannon during G. Pollack Financial's ribbon-cutting ceremony with the Bend Chamber, has been in the financial services industry for 18 years.   G. Pollack Financial provides independent financial planning and wealth management strategies.  In founding G. Pollack Financial, Mr. Pollack sought to create a business model with no ties to any individual insurance company, bank, or wire house, whereby individuals and businesses are given the tools and resources with which they can make well-informed decisions.

 
 
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of Oregon. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  G. Pollack Financial and Cambridge are not affiliated.

©2017 G. Pollack Financial. All rights reserved.
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.
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