Establishing a relationship with our clients that lasts a lifetime is our goal. Our goal-oriented process is comprehensive and detailed yet simple to understand. Each step is designed with the intent of helping you achieve your financial objectives.
Define Our Relationship
Our team clearly explains the different levels of services provided and how each works. We feel it is important to be clear of expectations on all levels from the beginning of our relationship.
Discovery of Your Lifetime Goals & Objectives
Gathering of Current Financial Information & Positioning
Analysis and Evaluation
We compare your current situation to your objectives and determine the ideal strategies to help you reach your goals. Our broad array of services allow us a multitude of options.
Monitor & Review***
5001 LOUISE DRIVE SUITE 300
MECHANICSBURG, PA 17055
CAMP HILL OFFICE:
4000 MARKET STREET
CAMP HILL PA 17011
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.sipc.org) Supervisory office: 5001 Louise Drive Suite 300 Mechanicsburg, PA 17055 (717)791-3300. Polaris Advisors is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN201904-208618