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Home > Financial Planner Directory > Florida > Destin > Hubert A. Ross, CFP® , CPWA®, ChFC®
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Hubert A. Ross, CFP® , CPWA®, ChFC®

Polaris Wealth Management LLC

13151 Regions Way
Suite 2C
Destin, FL 32541
Phone: (850) 502-2440

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Household Income Minimum: $80,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Insurance
  • Retirement
  • Long-term Care

 

How Planner Charges

Considerations: I provide fee-based financial planning and wealth services.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.