Polaris Advisory exists to help you manage all aspects of your financial life, with a personal care and attention our clients appreciate. We come to work every morning ready to serve you, and to make sure your financial planning and investment strategies are managed with the same level of quality and attention to detail that we would provide our own families. Our team of CERTIFIED FINANCIAL PLANNER™ professionals provide financial consulting in areas of investments and tax strategies, education funding, employee group benefits, insurance, business succession, risk management, and retirement and estate planning. Founder Anne Mak and senior associate Michelle Lin have over 20 years’ combined professional experience in financial consulting, securities and advisory services. Our offices are located in Sunnyvale, Northern California. Polaris Advisory also proudly serves a diverse, multi-cultural clientele including the Chinese community.
View Top Employees from Polaris Advisory| Website | http://www.polarisadvisory.com/ |
| Revenue | $15.1 million |
| Employees | 8 (3 on RocketReach) |
| Address | 710 Lakeway Dr, Sunnyvale, California 94085, US |
| Phone | (408) 736-8833 |
| Industry | Investment Management, Finance General, Finance |
| Competitors | BeamaLife Corporation, Continuum Financial, Reynolds Wealth Management, SLSachs Financial Services Ltd, The Advice Center |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
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Polaris Advisory Questions
The Polaris Advisory annual revenue was $15.1 million in 2024.
James Price is the Founder and Principal of Polaris Advisory.
3 people are employed at Polaris Advisory.
Polaris Advisory is based in Sunnyvale, California.
The NAICS codes for Polaris Advisory are [52393, 5239, 523, 52].
The SIC codes for Polaris Advisory are [62, 628].
Top Polaris Advisory Employees
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