4000 Market Street,
Wealth management doesn’t have to be confusing. We are here to aid you in your financial success. Please check out some of our most frequently asked questions below.
Online Investment Registration
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Online Life Insurance Registration
Our fee is determined on a case by case basis. The three most common ways we are compensated: fee based engagements, a percentage on the assets we manage or as a commission on the various insurance products that we may suggest for your plan.
See attached Flowchart
Please contact Polaris Advisors at 717-775-8061.
To be determined on a case by case basis. Initially, there are a high frequency of meetings, in order to establish and fully execute a plan. Once the plan is dialed in, most clients meet once a year. However, because each situation is unique and sometimes more complex, we could meet as often as quarterly. This will be determined during your meetings with the Polaris Advisors team.
There is no dollar amount minimum to be a client of Polaris Advisors. We simply ask that you are a good human being and to be respectful to members of our team.
For more information on the CFP™ designation, visit www.letsmakeaplan.org
For more information on the AIF® designation, visit www.fi360.com
For more information on the CLU® designation, visit www.theamericancollege.edu/clu
For more information on the ChFC® designation, visit www.theamericancollege.edu/chfc