Enhancing the Lives of Others Through Financial Independence

Pollock Financial Group has been serving high net worth individuals and major public and private businesses in Northern California since 1960. Spanning more than five decades, our legacy of service is deeply rooted in our efforts to enhance the lives of others through financial independence.

“We pride ourselves in listening to our clients and developing insurance plans designed to protect both their income and their families.”

– Jim Pollock, Founder, President and CEO

Areas of Expertise

We’ve provided diversified financial services to more than two thousand clients, including senior executives from HP, Clorox, Syntex, Homestake Mining and Applied Materials. We have also designed and implemented executive and employee plan services for companies such as Fujitsu as well as professional firms such as Farella Braun & Martel LLP, Frank, Rimerman + Co. LLP.

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Meet our Team

We trust you will find that our highly talented team of employees and strategic partners provides the ideal combination of experience and creativity to assist in meeting the needs of each client’s unique financial situation. We strive to achieve superior performance through our collective efforts.

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The Power of M

M Financial Group’s Member Firms are recognized in the wealth transfer, executive benefits, and wealth management markets. Through the relationships M Financial has established with major product manufacturers, including John Hancock, Nationwide, Pacific Life, Prudential, TIAA-CREF Life Insurance Company, and Unum, and the expertise of more than 130 leading independent financial services firms, Member Firms are positioned to deliver customized insurance, benefits, and investment solutions to meet the complex needs of their clients.

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