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pollockfinancial.mfin.com

Pollock Financial Group, Inc.

150 Portola Road ( Directions. Portola Valley, CA 94028. Pollock Financial Group has been serving high net worth individuals and major public and private businesses in Northern California since 1960. Spanning more than five decades, our legacy of service is deeply rooted in our efforts to enhance the lives of others through financial independence. We pride ourselves in listening to our clients and developing insurance plans designed to protect both their income and their families.".

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Pollock Financial Group, Inc. | pollockfinancial.mfin.com Reviews
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150 Portola Road ( Directions. Portola Valley, CA 94028. Pollock Financial Group has been serving high net worth individuals and major public and private businesses in Northern California since 1960. Spanning more than five decades, our legacy of service is deeply rooted in our efforts to enhance the lives of others through financial independence. We pride ourselves in listening to our clients and developing insurance plans designed to protect both their income and their families..
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Pollock Financial Group, Inc. | pollockfinancial.mfin.com Reviews

https://pollockfinancial.mfin.com

150 Portola Road ( Directions. Portola Valley, CA 94028. Pollock Financial Group has been serving high net worth individuals and major public and private businesses in Northern California since 1960. Spanning more than five decades, our legacy of service is deeply rooted in our efforts to enhance the lives of others through financial independence. We pride ourselves in listening to our clients and developing insurance plans designed to protect both their income and their families.".

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pollockfinancial.mfin.com pollockfinancial.mfin.com
1

M Financial Group

http://pollockfinancial.mfin.com/MFinancialGroup/item12970.html

Expertise and Purchasing Power. With more than 148 Member Firms, M Financial Group is one of the nation’s leading financial services design and distribution companies. Since 1978, M Financial’s network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000. Please go to mfin.com/DisclosureStatement.htm. For further details regarding this relationship.

2

Publications & Resources

http://pollockfinancial.mfin.com/PublicationsAndResources/item35053.html

Articles provided below and within the tabs to the left are available for download. If you would like to learn more about these or any additional topics, please contact us. Securities offered through M Holdings Securities, Inc., a registered Broker/Dealer, Member FINRA. Pollock Investment Advisory Corporation Financial Group is a Member Firm of M Financial Group. Please click here for further details regarding this relationship.

3

Links

http://pollockfinancial.mfin.com/Links/item35058.html

150 Portola Road ( Directions. Portola Valley, CA 94028. CBA Premier Insurance Solutions, Inc. Hopkins and Carley, a Law Corporation. Pollock Financial Group and/or its affiliates’ agent James Pollock* (California Insurance License Number 0198909) is presently licensed to sell traditional life insurance in the following states:. Securities offered through M Holdings Securities, Inc., a registered Broker/Dealer, Member FINRA. For further details regarding this relationship.

4

Our Services

http://pollockfinancial.mfin.com/OurServices/item34987.html

Non Qualified Deferred Compensation Plans and Supplement Executive Retirement Plans. Long Term Care Benefits. 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 as well as professional firms such as Farella Braun and Martel LLP, Frank, Rimerman Co. LLP.

5

Our Firm

http://pollockfinancial.mfin.com/OurFirm/item34943.html

Since 1960, Pollock Financial Group has provided diversified financial services for Northern California individuals and corporations. We trust you will find that our highly talented team of employees. Securities offered through M Holdings Securities, Inc., a registered Broker/Dealer, Member FINRA. Pollock Financial Group is a Member Firm of M Financial Group. Please click here. For further details regarding this relationship.

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150 Portola Road ( Directions. Portola Valley, CA 94028. Pollock Financial Group has been serving high net worth individuals and major public and private businesses in Northern California since 1960. Spanning more than five decades, our legacy of service is deeply rooted in our efforts to enhance the lives of others through financial independence. We pride ourselves in listening to our clients and developing insurance plans designed to protect both their income and their families.".

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