BBB Accredited Business Profile

Polaris Financial Partners LLC

Polaris Financial Partners LLC

(614) 901-3400

Polaris Financial Partners LLC

15 years in business
470 Olde Worthington Rd Ste 450
Westerville, OH 43082-7956
Fax Numbers
  • (614) 901-4030
Additional Email Addresses
  • Rdeitrick@ae.cadaretgrant.com
  • smorgan@ae.CadaretGrant.com
BBB File Opened: 09/13/2017
Business Started: 12/01/2002
Business Incorporated: 10/01/2008 in OH
Business Management
  • Mr. Steven T. Morgan, CFO
Contact Information
  • Principal: Mr. Robert Deitrick, CEO
Business Category
  • Financial Planning Consultants
  • Retirement Planning Services
  • Risk Management
  • Estate Planning and Management

Products & Services
Financial planning services and stocks, bonds, Mutual funds, EFT's.
Service Area
We service the following area(s): Alabama, Alaska, American Samoa, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Guam, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Methods of Payment
  • AutomaticBank Withdrawal, Online  
BBB accredited business

A+

Overview

Polaris Financial Partners is a process-focused, fee-based financial planning and wealth management practice. Our process is driven by our clients’ goals, objectives and tolerance for investment risk. We offer a comprehensive array of financial services and products ranging the planning spectrum for both individuals and small business owners.  

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BBB Reason for Ratings

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BBB reports on known significant government actions involving the business's marketplace conduct.
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Polaris Financial Partners LLC

Polaris Financial Partners LLC

BBB ACCREDITATION SINCE 09/15/2017

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