Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

Polaris Greystone Financial Group, LLC

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

Polaris Greystone Financial Group, LLC

Mission statement:

Our mission is to provide a financial oasis for investors seeking:

   investments and fees that are completely transparent;
   to work with a trusted advisor whom they can share all of their hopes and dreams; and
   to work with a firm they can trust to delegate the responsibilities needed to help them accomplish their long-term financial goals.

We believe that proper communication is the cornerstone to any good relationship. This begins by listening to our clients. We are committed to understanding each of our client’s individual needs and to creating a realistic plan to help accomplish their long-term goals. We are committed to communicating the complexities of the financial industry in easy-to-understand terms and to keeping our clients informed about the markets and their portfolio throughout the year.

We are relentless in our effort to understand the markets, their inherent risks, and to managing our portfolio strategies responsibly based upon this knowledge. It is our job to navigate these complexities in order to help our clients safely reach their long-term financial goals.

Overview:

Polaris Wealth Advisers, LLC and Greystone Financial Group, Inc. combine efforts and begin operating as Polaris Greystone Financial Group, LLC

Polaris Greystone Financial Group named 4th fastest growing RIA firm with more than $200 million in assets under management in the United States by Financial Advisor Magazine

Polaris Greystone Financial Group reaches approximately $1 billion in assets under management

Vision:

GLOBAL PERSPECTIVE

You need a firm that understands what’s going on in the world and how it affects your financial objectives.

NATIONAL PRESENCE

With offices in some of the nation’s largest metropolitan areas, we’re there for you when you need us.

PERSONAL GUIDANCE

We provide the personal attention of a boutique firm with the comprehensive resources of a large firm.

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.