At Poll Financial, we recognize that each client has very specific objectives and issues which must be thoughtfully considered prior to offering strategic or financial advice. We do not provide simple, standardized answers, but instead develop a plan of action based on the careful analysis and consideration of all of the issues that have a bearing. Solutions come about after a thorough discussion and review of the clients needs, with the client engaged step by step.
Poll Financial has numerous senior specialists that the firm works with to supplement its services. Should the client desire, we can be involved in the implementation of the strategy at a senior level, supplemented oftentimes by the firms allied specialists.