Current Client Testimonials
"My wife and I are among Bob Deitrick's longest-standing clients — we joined his firm back in 1989. I even enrolled my company's pension plan with him, along with our personal investments. We've gone from building our portfolio to drawing from it in retirement, and everything has been spot on. We highly recommend Polaris Financial for your investment needs."
— David and Linda Kahler
“Having been an investor for more than 40 years, and having worked for a time as a financial advisor, I recognize excellence in financial services. Bob and Will and his team combine exceptional investment knowledge with consistent client contact and education, a rare combination in this industry. Moving my assets to them was one of the best financial decisions I've made. I have since referred family members to the Polaris Financial Group.” —Sarah Gudz
“My wife and I have been clients of Polaris Financial Partners for nearly 20 years, and our overall experience has been nothing short of outstanding. Most importantly, they are an exceptional financial advisory team. While we have enjoyed double-digit returns in nearly every year, our portfolio value has doubled over the past three years. Their philosophy of being long-term investors and investing in best-in-class companies across various market sectors has produced exceptional results.
PFP is a unique financial advisory team because its approach to financial planning is truly client-focused. Their communication with clients significantly exceeds that of other financial advisors we have worked with in the past. Bob, Will, and Owen are always available to answer questions, discuss concerns, or provide guidance when needed.
They provide a monthly newsletter that discusses current market trends and includes thoroughly researched insights that help inform their recommendations. They also conduct quarterly seminars where they review short- and long-term market trends and give clients an opportunity to ask questions and interact with other clients. The newsletters and seminars are extremely informative and help educate clients, resulting in a better understanding of how their money is invested and how a deep understanding of historical trends can help inform current and future expectations.
In addition to their financial expertise, PFP genuinely values its clients. They host several client appreciation events throughout the year, including holiday and sporting events, where clients can come together to enjoy good food, entertainment, and conversation.
If you are looking for a financial advisory team that is truly best-in-class and genuinely appreciates its clients, we would highly recommend considering Polaris Financial Partners. Their results speak for themselves.” —Moe & Cindy Robins
“The Polaris Financial Partners team has for several years provided for me great investment expertise and financial planning. They work constantly behind the scenes, producing results that allow me to enjoy retirement. PFP are always available and provide excellent customer service. Couldn't be happier.” —Tom Harper
"We feel so fortunate to have built a long-term relationship with Polaris Financial Partners. Neither my wife nor I enjoy following the ups and downs of the markets. Bob and his team are focused on doing the best possible for their clients' goals, and they spend a tremendous amount of time educating us — both in group settings and one-on-one. We're certainly pleased with the results we've seen with PFP."
— Roy & Kassie Hook
“I've been a client of Polaris Financial Partners for four years. Like most retirees, I was nervous about changing advisors at this stage of life. Robert and his team came recommended by my longtime attorney, and after one short consultation I could tell they understood my goals and risk tolerance. They genuinely care about their clients and made sure I was comfortable with their approach. Polaris has far exceeded my expectations. I highly recommend them to anyone looking to improve their portfolio returns — give Robert and his team a few minutes of your time. You won't regret it."
— Scott Levy
Testimonials shown are from current Polaris Financial Partners clients who were not compensated for their statements. These reflect individual client experiences, which may differ from those of other clients.