Helping Clients Navigate Their Future Through Investment Planning
Welcome To Polaris Financial Strategies Group
"Everyone has their own unique goals and aspirations.
Our goal as financial professionals is to provide clients with detailed investment plans that can be modified with changing priorities. This helps our clients understand where they currently stand versus where they are headed.
We look forward to working with you!" — Leslie Dunn, Founder and Managing Principal
It is almost Tax Season! TurboTax and H&R Block now integrate with your Investor 360 account, making importing your tax informations that much easier. See our how to guides below: