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| Polaris Advisors is a fee only Registered Investment Advisor helping individuals and small institutions build, manage, and utilize investment portfolios for regular income and withdrawals.
For individuals we support our investment advice with financial planning, tax and estate planning assistance. For our institutions, we provide portfolio accounting, reporting and board presentations as required.
All clients receive the same personal, attentive service through our institutional interface with our custodian; Fidelity Investments.
Our goal is your goal—the peace of mind to know your financial matters are in good hands.
We welcome your inquiry about how we can be of assistance to you.
Our 4th Quarter newsletter is available for you to read. Season's Greetings from us to you and your family. Have a Healthy & Happy New Year !!
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Framingham Office:
550 Cochituate Road
East Wing, 4th Floor, Suite 25
Framingham, MA 01701
p: 508-481-2299 x7211
f: 508-655-4066 |
Lynn Office:
120 Munroe Street
Lynn, MA 01901
p: 508-481-2299 x7125
f: 781-592-4198 |
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