Pollock Financial Group

Pollock Financial Group

  • 150 Portola Rd
  • Portola Valley, California
  • 94028

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Description

Pollock Financial Group has been serving ultra-affluent individuals and corporations with financial planning services since 1960. Our team approach often involves selected tax partners from the Frank, Rimerman + Company, LLC accounting firm as well as qualified attorneys in addition to the Pollock team-and our expertise draws from a well of more than 50 years of our own experience.

Fact sheet

Number of employees
15-29

Company contacts

  • James Pollock
  • Owner

Products & services

disability insurance insurance health insurance life insurance

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