“People don’t care how much you know until they know how much you care about them.”
Robert “Bob” Polley, AIF®
I have been in the financial services industry since 1991, initially as an insurance agent before becoming a financial advisor. I founded Polley Financial Group to help individuals and business owners pursue their financial goals by offering a wide array of products and services. My extensive background in insurance, investments, and estate planning has me uniquely positioned to handle the needs of individuals who are recently retired or transitioning from work life into retirement.
Born and raised in the Midwest, I earned a bachelor’s degree in finance from Kansas State University in 1990. I am an Accredited Investment Fiduciary® designee, which means I employ a sound investment management process grounded in industry best practices. As an AIF®, I have a thorough understanding of the fiduciary standard of care and its application. I must complete continuing education training to keep up to date with changes in the industry and the ongoing evolution of legal requirements under the fiduciary standard. I also hold FINRA Series 6, 7, 63, and 65 licenses, as well as state insurance licenses.
In my free time, I enjoy ballroom dancing with my wife, spending time with my grandchildren, golfing, traveling, and reading.
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Cambridge
As independent financial advisors, we are not employees of an investment or financial services firm. We have the freedom to choose who we do business with, including who we use as our broker-dealer. We are registered with Cambridge, one of the largest and most respected independent broker-dealers in the industry.
Cambridge is committed to providing resources and support that help us serve your complex needs, including a vast menu of compliance-friendly programs, products, and services. In addition, Cambridge is responsible for regulatory compliance and adherence to securities laws.
With the support of Cambridge, we are free to choose the products best suited for you and your financial goals, not what a brokerage firm wants sold. We are proud to say we make all our decisions without the pressure of sales quotas or corporate interests.
Polley Financial Group
4500 South Lakeshore Drive, Suite 300
Tempe, Arizona 85282
Phone: 480-921-7706
Fax: 877-577-7706
Located inside: 2799 S 4th Ave
Yuma, Arizona 85365
Phone: 928-782-7706
Fax: 877-577-7706