6 Advisory Group

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710 Lakeway Dr
Sunnyvale, CA 94085

Polaris Advisory is a wealth management firm based in Sunnyvale, CA, that prioritizes competence, integrity, and attention to provide client-centric service. They strive to understand and address the needs, wants, and long-term goals of their clients, offering personalized strategies to help them pursue their financial goals.

With a focus on thinking outside the box and challenging conventional wisdom, Polaris Advisory utilizes their resources, knowledge, and experience to help clients make sense of their finances. Whether it's saving for college, investing for retirement, or navigating retirement and employee benefit plans for business owners, their dedicated team is committed to the satisfaction and success of their clients.

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5.02 reviews
Photo of Matthew P.
Matthew P.
10/29/2025

I was looking for bookkeeping services and tax guidance, and Eric was exactly what I needed. He was responsive, patient, and took the time to answer all my questions clearly. Highly recommend!

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T B.
10/7/2025

I've saved so much time and avoided unnecessary headaches with my tax preparations over the years thanks to consulting with Eric Liu. Filing taxes can be overwhelming and confusing, especially if...

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