Polaris Investment Advisors LLC is a fee-only Registered Investment Advisor based in Framingham, MA. They specialize in helping individuals and small institutions build, manage, and grow investment portfolios to support their lives and charitable missions, providing Investment Management Services delivered under the Fiduciary Standard.
With a philosophy centered on treating clients as valued customers in the trust department of a bank, Polaris Advisors prioritizes their clients' best interests by avoiding commissions and offering unlimited levels of service. They go beyond investment advice, encouraging clients to seek answers to all their financial questions, including taxes, loans, insurance, estate plans, and major purchases.
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