480-921-7706

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Let us help you focus on the target

Like a good round of golf, financial planning requires patience, persistence, and most importantly, focus. At Polley Financial Group, we can’t help with your swing but we can help you focus on your financial target – whatever that may be.

About Polley Financial Group

Planning your financial future can feel daunting. At Polley Financial Group, our aim is to help alleviate your stress and provide you with a world-class financial planning experience. Put simply, we want you to go to sleep at night feeling confident in your decisions.

We are an independent firm that was founded with the goal of providing superior products and services. Helping you save, grow, and manage your wealth is our priority, but our business has always been, and will continue to be, about relationships. We are committed to upholding the highest standards of integrity, professionalism, and guidance in the financial services industry. These values guide us daily and direct our actions.

We also understand that there is more to life than finances. Our many years of knowledge and experience can help you navigate some of the common pitfalls not just associated with money, but life in general.

Check the background of investment professionals on FINRA’s BrokerCheck.

Are you using your driver on the putting green?

Just as you need a full set of clubs for various situations on the golf course, your portfolio requires a variety of investments that serve different roles. Like a trusty caddy, we can help you carefully select your “club” in any situation.

Our Specialties

Retirement planning

Risk management

Tax management

Investment planning

Estate planning

Insurance

Navigating the hazards of investing

You wouldn’t plan for your ball to land in a sand trap, but even the best golfers encounter hazards occasionally. Hazards are sometimes unavoidable in investing as well. Polley Financial Group has the knowledge and experience to help you navigate market hazards if they should arise.

What is your risk number?

Uncover your risk tolerance and see if your current portfolio fits.

Polley Financial Group

4500 South Lakeshore Drive, Suite 300
Tempe, Arizona 85282
Phone: 480-921-7706
Fax: 877-577-7706

 

Located inside: 2799 S 4th Ave
Yuma, Arizona 85365
Phone: 928-782-7706
Fax: 877-577-7706

Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Polley Financial Group are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, IA, KS, NE, NJ, NV, OR, TX, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Polley Financial Group makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Cambridge’s Form CRS (Customer Relationship Summary)

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Polley Financial Group