Pollock Financial Group, based in Portola Valley, CA, has been providing financial services to high net worth individuals and major businesses in Northern California since 1960. With a focus on financial planning, estate planning, and wealth transfer, the firm is dedicated to enhancing the lives of its clients through financial independence.
Specializing in serving senior executives from prominent companies and designing customized insurance and investment solutions, Pollock Financial Group prides itself on its experienced team and strategic partnerships. As an independently owned and operated firm, they strive to deliver superior performance and tailored financial services to meet the unique needs of each client.
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