• Our Firm
      • Executive Team
        • James M. Pollock
      • Firm Directory
    • Our Services
      • Financial Planning
      • Estate Planning
      • Income Tax Planning
      • Wealth Transfer
      • Non Qualified Deferred Compensation Plans And Supplement Executive Retirement Plans
      • Life Insurance
      • Employee Benefits
      • Executive Benefits
      • Disability Benefits
      • Long Term Care Benefits
      • Real Estate Investment
    • M Financial Group
    • Resources
    • Contact Us

    Links

    Links

    Disability Insurance

    • UNUM

    Partners

    • Dimensional Fund Advisors
    • M Financial Group
    • Andreini & Company (Property & Casualty)
    • Hopkins and Carley, a Law Corporation

  • Resources

    • Due Care Bulletins
    • Marketing Intelligence Reports
    • M Wealth Perspective
    • White Papers
    • Financial Calculators
    • Links
    • Back To Top

  • Disclaimer

    Securities offered through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA / SIPC. Investment Advisory Services Offered Through Kalinowsky Asset Management. Pollock Financial Group and Kalinowsky Asset Management are independently owned and operated. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.
    The site is for information purposes and should no be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.
    Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
    For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities
    CA Insurance License #0A94727
    #3886292.1

  • Pollock Financial Group

    150 Portola Road (Directions)
    Portola Valley, CA 94028

    Phone Number
    (650) 529-0500
    (855) 591-8742

    Fax Number
    (650) 529-2131

  • M Financial Member Firm

    M Financial Group Member Firm

  • Pollock Financial Group ©