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Polaris Advisors is a fee only Registered Investment Advisor helping individuals and small institutions build, manage, and utilize investment portfolios for regular income and withdrawals.
 

For individuals we support our investment advice with financial planning, tax and estate planning assistance. For our institutions, we provide portfolio accounting, reporting and board presentations as required.

All clients receive the same personal, attentive service through our institutional interface with our custodian; Fidelity Investments.
 
Our goal is your goal - the peace of mind to know your financial matters are in good hands.
 
WHAT'S NEW:
 
Our Client Appreciation Dinner at the Museum of Science in Boston on August 2, 2017 was a great success. We've posted pictures of the evening. We were able to catch up with our clients and friends as we watched a lightening storm. 
 
We've added a budget spreadsheet to our Client Resource section. 
 

We welcome your inquiry about how we can be of assistance to you.

 
 

               "Our goal is your goal"
 
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Framingham Office:

Ric Weldon
550 Cochituate Road
East Wing, 4th Floor, Suite 25
Framingham, MA  01701
p: 508-481-2299 x7211
f: 508-655-4066
Email: ric@polarisadv.com 

Lynn Office:
 
120 Munroe Street
Lynn, MA 01901
p: 508-481-2299 x7125
f:  781-592-4198

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© 2017 Polaris Advisors, LLC | 550 Cochituate Road, East Wing, 4th Floor, Suite 25, Framingham, MA 01701 | All rights reserved
P: 508-481-2299 | F: 508-655-4066 |
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