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Doeren Mayhew and Polaris Greystone Finacial Group, LLC provide you with prudent advice to clarify investment objectives, arrive at optimal solutions, monitor performance and adapt strategies to customize and implement your retirement plans.

Co-founded by Todd Moss and Jeffrey Powell, Polaris Greystone Financial Group is a prominent group of wealth advisors who help maximize financial assets of individuals and closely held businesses. Ranked among the country’s leading practitioners, Moss has been recognized as one of the “Top 100 Wealth Managers” according to Barron’s magazine, while Powell has held an equally distinctive honor as one of “Top Financial Advisers of 2015″ according to Financial Times.

Drawing on the cumulative experience of a team of specialists, Polaris Greystone Financial Group assists individuals, trustees, estates and businesses with an integrated and personalized approach to finding solutions to the toughest wealth management and financial planning challenges.

Wealth Management Services

  • Portfolio management
  • Investment strategy and consulting
  • Retirement planning
  • Estate planning
  • 401(k) design, implementation and administration
  • Retirement plan consulting
  • Personal financial planning
  • Financial education and training

For more information visit Polaris Greystone Financial Group’s website.

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