​High Touch, High Tech Wealth Solutions 

Designed to provide your customers with an outstanding experience throughout their financial journey. ​As a dedicated wealth management partner, Polaris develops custom wealth management programs through ongoing collaborative, long term relationships. For each of our wealth programs we provide the marketing, training, support, technology, and compliance to provide your customers with an outstanding experience.  

Wealth Program

Interested in providing your customers with wealth services from a trusted financial advisor? Our wealth management program ​provides knowledgeable and experienced advisors equipped with the latest technology to deliver fiduciary advice to your customers.
Vertical Divider

Small Account Solution

Already have investment or wealth services?
​Avoid turning away customers with smaller account sizes. With our robo-advisory platform we equip banks with a turnkey automated, online investment platform which can profitably service small accounts.

Retirement Plans

We offer banks low-cost, flexible, fiduciary retirement plans that are optimized to meet the needs of your employees. Many banks can benefit from a comprehensive review of their existing retirement plan - uncover unnecessary charges, commissions, and fees hindering the financial success of employees and the bank itself. Contact us to learn more about retirement plan services available to you.

See how we can help you.
Subscribe to our news & updates:
Credit Union Wealth Group
Banc Wealth Group
​Polaris Portfolios
Contact
(888) 212-9940
​[email protected]
© 2024 Polaris Financial, LLC.
Advisory services offered through Polaris Financial, LLC. Polaris Financial, LLC is a SEC registered investment advisor. 6 Liberty Square #2663 Boston, MA 02109. All rights reserved. Brokerage services provided to clients of Polaris Financial, LLC by Altruist Financial LLC and/or Interactive Brokers Group, registered broker-dealers and members FINRA/SIPC. Past performance is no guarantee of future results. All securities involve risk and may result in loss. Nothing in this communication should be construed as a solicitation or offer, or recommendation, or advice to buy or sell securities or services. 
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value. 
Polaris Financial has a partnership with banks and credit unions to provide investment advisory services to their customers and members. The banks and credit unions are not investment clients of Polaris Financial but have a revenue sharing relationship that can create a conflict of interest.