Pollock Financial Group has been serving ultra-affluent individuals and corporations with financial planning services since 1960. Our team approach often involves selected tax partners from the Frank, Rimerman + Co., LLC accounting firm as well as qualified attorneys in addition to the Pollock team—and our expertise draws from a well of more than 50 years of our own experience. PFG is supported by more than 125 other independent Member Firms of M Financial Group across the country; everything we do to build the right plan for our clients is done with a commitment to delivering the insight and perspective that our clients deserve.
We’ve provided diversified financial services to more than two thousand clients, including senior executives from HP, Clorox, Syntex, Homestake Mining and Applied Materials. We have also designed and implemented executive and employee plan services for companies such as Fujitsu and Spencer Stuart; as well as professional firms such as Farella Braun & Martel LLP, and Berliner Cohen LLP.