Polaris Advisors LLC is a Registered Investment Advisor, licensed and regulated by the Federal Securities and Exchange Commission. We are domiciled in Massachusetts, and located in Framingham, with meeting facilities in Braintree.
In order to provide a complete suite of Financial Advisory Services to our clients, Polaris maintains affiliations with a number of entities. Fidelity Investments acts as our custodian, holding, reporting and protecting our clients’ assets while giving us access to the financial markets. Ameritax Professionals acts as our tax department. We also maintain relationships with a number of insurance agencies and law firms to help our clients with insurance and estate planning issues.
In order to remain impartial and unbiased, Polaris does not “sell” insurance, nor get, or pay referral fees, to or from, any of our affiliated service providers. Fidelity Investments grants access to their institutional brokerage platform which includes helpful tools and market data, but does not provide compensation. Clients are free to utilize a different custodian if they wish.