Polaris Financial, LLC

Polaris Financial, LLC (CRD# 281952) is a financial advisory firm headquartered in Boston, MA. They manage $34,376,124 in 510 accounts and serve the financial needs of clients across 25 states (or territories).

Current Firm Details

6 Liberty Square #2663, Boston, MA 02109

http://www.polarisportfolios.com

By the Numbers

Total Assets Under Management

34

MILLION
Total Number of Accounts

510

ACCOUNTS
Average Account Value

$67,404

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AR, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, MA, MD, MS, MT, NE, NY, OH, OK, PA, TN, TX, VA, WV, WY

Financial Advisors at Polaris Financial, LLC

Showing 1 - 2 of 2 top financial advisors.

Evan A. Kulak

CRD#: 6284773

Wellesley, MA

Evan Kulak (CRD# 6284773) is an Investment Advisor Representative working at Polaris Financial, LLC in Wellesley, MA and has over 7 years of experience in the finance industry.

Michael J. McDermott

CRD#: 6596088

Wellesley, MA

Michael McDermott (CRD# 6596088) is an Investment Advisor Representative working at Polaris Financial, LLC in Wellesley, MA and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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