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! Greg Pollack has his Certified Financial Planner® designation and has helped hundreds of clients from all overOregon, 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.

OK Member: Gregory Pollack – President/Owner – Team 11

 

Active Member since 9/25/2012

 

G. Pollack Financial
250 NW Franklin Ave., Ste. 401C
Bend, OR 97701
Website
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