Polychronis Financial Services

Polychronis Financial Services, founded in 2000 by John Polychronis, started as a boutique firm dedicated to providing personalized financial services to its clients. With a strong work ethic, a love for the community, and a deep understanding of finance, John aimed to offer the kind of one-on-one attention that clients were not receiving at larger firms. This commitment to customized service remains at the core of Polychronis Financial Services today.

John Polychronis, a native of Somersworth, New Hampshire, grew up learning the values of hard work and family on a local farm. After completing his business degree at the University of New Hampshire, he embarked on a successful career in the life insurance industry. In 1987, he joined Metlife, where he became one of their top producers in life insurance and mutual funds, building a strong foundation of expertise and lifelong relationships over the next two decades.

In 2000, John decided to establish Polychronis Financial Services to ensure that he could act in the best interest of his clients without compromise, offering independent, personalized financial solutions tailored to their unique challenges and goals.

Services Offered: Risk Mitigation and Retirement Income Planning

At Polychronis Financial Services, we focus on helping you protect and grow your investments by mitigating risk and carefully planning your retirement income strategy. Here are the services we offer:

*Risk Mitigation*:

Investing can be intimidating for many due to potential risks. We work closely with you to assess and manage risk in your investment portfolio, strike the right balance, and safeguard your nest egg. By protecting your investments from unwelcome surprises, you can pursue financial growth confidently.

*Retirement Income Planning*:

Preparing for a comfortable retirement requires careful income planning. Understanding your financial needs during your golden years is crucial for achieving peace of mind. We help you calculate the required income for a worry-free retirement and develop a tailored income plan to ensure you meet those needs.

*"Tax-Free Retirement"*:

Retirement and taxes may seem like an inevitable combination, but it doesn't have to be. We can show you the benefits of a tax-free retirement and how proper planning can minimize the taxes you pay during your golden years. It's essential to begin these considerations as early as possible, and we're dedicated to helping you navigate this part of the retirement planning process.

Expanding Services and Reach

Since its inception, Polychronis Financial Services has left a lasting positive impact on Rochester, New Hampshire, the seacoast of New Hampshire, Maine, Massachusetts, Arizona, and Florida by safeguarding clients' financial futures. Our recent expansion allows us to extend our range of services, offering investment services to an even broader clientele. We're committed to staying true to our boutique, family-run approach and continuing to provide unparalleled one-on-one attention that meets the specific financial needs of every client.