James Polonsky is Vice President and Financial Advisor at Coyer Financial Group, where his background includes over 35 years of experience in helping individuals, families, and business owners navigate the complexities of financial planning and wealth management. He is committed to delivering personalized strategies that align with each client’s values, goals, and long-term vision.
Throughout his career, James has guided clients through all phases of the financial journey—from wealth accumulation and risk management to retirement income planning and legacy preservation. His client-first philosophy, combined with a thorough understanding of market trends and financial instruments, allows him to craft customized strategies that adapt over time.
As Vice President at Coyer Financial Group, James plays a key leadership role in shaping the firm’s client service approach, mentoring next-generation advisors, and ensuring that each relationship is grounded in integrity and professionalism. His ability to make complex financial concepts easy to understand has earned him the trust of multiple generations of clients.
Outside the office, James is a passionate professional bridge player and enjoys sharing his love for the game by teaching adults how to play. He is also an avid collector, with a particular passion for rare U.S. and ancient gold coins—a hobby that reflects his appreciation for history, craftsmanship, and long-term value. James remains committed to continuous learning and is proud to be part of a firm that values both personal service and professional excellence.