G. Pollack Financial

About G. Pollack Financial

G. Pollack Financial is a Bend, Oregon financial planning firm that provides independent financial planning and wealth management services. The process of building wealth and investments can be very complex and time-consuming, but we can help. At G. Pollack Financial, we can assist with financial advising, financial planning, asset allocation, cash flow analysis, retirement planning, insurance planning, estate and gift taxation, charitable giving, key employee retention and business succession. G. Pollock Financial can create financial, investment and retirement plans that will support your personal goals and objectives. Based in Bend, Oregon, G. Pollack Financial works with professionals and business owners across Oregon, Washington and California. At G. Pollock Financial we help you take an objective approach to addressing your financial needs. Our independence further gives you the freedom to find the solutions that make the most sense for you and your family. In other words, we help you plan well so you can enjoy your Central Oregon lifestyle! Greg lives and operates his practice in Bend, Oregon and is a Certified Financial Planner (CFP®). Greg has a law degree from Emory University of Law and has achieved his Series 7, 9, 10, 24, 63 and 66 securities licenses.