Joseph Polanski, AIF®

For over 37 years, Joseph has helped countless individuals, business owners and families manage their wealth, while preparing for their future.

I began my career in 1983 with EF Hutton and through the years found that being an independent financial advisor allowed me to better serve my clients without bias from big name firms.  Since going independent in 1985 and affiliating with the likes of Cetera Advisor Networks, I have seen the benefits that providing objective advice has had on clients' financial future.

One of the most important lessons I learned in my long career with various types of firms is that becoming a great financial planner is all about understanding the needs of clients and recognizing that everyone's situation is unique. I enjoy sitting down with people in retirement or nearing retirement to develop a retirement income plan.

Since 1983 I've been helping my clients make a real impact towards their financial goals. I understand that my clients are the most important part of my firm and that personalized service is essential when matching clients with the right financial products and services.

As an Accredited Investment Fiduciary, I have demonstrated that my minimum standards in working with clients is one of the highest in the industry. This means that I have completed training, met qualifications and passed the exam and commit to ongoing requirements. The Code of Ethics and Conduct Standards set forth by the AIF designation is my guiding principles.

When not helping clients make decisions with their money, I enjoy playing tennis, boating, and playing games with my beautiful wife, Janice and our 5 kids. I'm also passionate about giving to Wounded Warrior since both my sons, Joey and Kevin, are in the Marines.