Proudly Protecting Over 27,000 Clients Across Our Country! 🇺🇸

Stephen Polich

Personal Business Philosophy:
My business is based on close personal relationships. I equate the
relationship with my clients not merely as an investment advisor but as a
“personal financial coach” who provides comprehensive financial education
and management.

Licensed In:
AZ, CA, CO, ID, TX, WA
Financial Licensed in:
AZ, ID, TX

Professional Background:
2000 Began work in the Tax Planning and Preparation Industry
2014 Began work in the Insurance Industry
2020 Began work in the Financial Services Industry
Education: Master’s Degree in Accounting

Personal Background:
Family: Married to Kathryn for 34 years, five children and three grandchildren
Community Involvement: American Legion, VFW
Military Service: United States Marine Corps 1984 – 1990

Licenses

What our clients have to say about working with us