How does the advisor help clients – Key Takeaways:
- Pomeroy Financial Planning, LLC provides expert financial planning and management services to help clients achieve their financial goals.
- The firm offers personalized and holistic financial planning solutions tailored to the unique needs and goals of each client.
- Pomeroy Financial Planning, LLC prioritizes transparent and open communication with clients, fostering strong and lasting relationships.
- The firm’s team of experienced advisors provide reliable and trustworthy guidance to help clients navigate through various financial decisions and complexities.
Facts and Insights
Pomeroy Financial Planning, LLC is a leading financial planning firm with a strong track record of helping clients achieve their financial objectives. The firm’s team of advisors are highly knowledgeable and skilled in all aspects of financial planning, including investments, retirement planning, estate planning, and tax planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15+ years |
Financial Services Offered
Pomeroy Financial Planning, LLC provides a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Pomeroy Financial Planning, LLC works with a diverse range of clients, including individuals, families, and business owners. The firm has the knowledge and expertise to cater to the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation
Pomeroy Financial Planning, LLC operates on a fee-only basis, meaning they do not earn commissions or receive compensation from third parties. This ensures that the firm’s sole focus is on providing objective and unbiased financial advice to their clients.
Background
Pomeroy Financial Planning, LLC was founded by John Pomeroy, a highly experienced and qualified financial advisor with over 20 years of experience in the industry. John leads a team of skilled and knowledgeable advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
Pomeroy Financial Planning, LLC has a clean record with no disciplinary actions or disclosures. The firm maintains a high level of professionalism and transparency with their clients, ensuring that all pertinent information is disclosed and discussed openly.