Broker Check

WELCOME TO  THE WEBSITE OF PAUL POMEROY, MBA, CFP®, AIF®

We offer access to comprehensive financial planning, investment advice and management, and other financial services needed to help you work towards long term financial independence. Our customized programs are designed to help as you seek to grow, maintain and transfer your wealth.

We are associated with LPL Financial, the nation’s largest independent broker dealer* , featuring, independent research, objective advice and non-proprietary products.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us. We look forward to hearing from you.

*As reported in Financial Planning Magazine, June 1996 - 2017, based on total revenue. 

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RETIREMENT PLANNING

Enjoy the fruits of your labor. Paul Pomeroy will help plan for your retirement and excite you for what’s to come.

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COLLEGE PLANNING

Rising education costs require a forward-thinking plan. Paul Pomeroy can help you prepare for one of life’s biggest investments.

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BUSINESS PLANNING

We believe small businesses are the backbone of America. At Our Company, we do our utmost in striving to help your business thrive.

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MEET OUR TEAM

Our experienced and enthusiastic team thrives on client satisfaction. Please visit our team page to learn more about our team.

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SCHEDULE A MEETING WITH AN ADVISOR

We’d love to hear from you. Give us a call and we’ll get started.

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