• Analyzed financial documents to create a balance sheet, cash flow statement, and retirement forecast for clients.
• Communicated financial concepts using layman’s terms to facilitate understanding and uncover sales opportunities.
• Prepare individual income tax return for filing.
• Prepared complex training for managers of insurance agencies, ensuring full compliance with suitability guidelines.
• Designed and delivered series of presentation for insurance agents, providing fundamental training and education.
Company Details
- Founded
- -
- Address
- 1704 Nw 56th Ave, Lauderhill,florida,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://pomfsllc.com
- HQ
- Lauderhill, Florida
Pom Financial Services Llc Questions
Pom Financial Services Llc's website is http://pomfsllc.com
Pom Financial Services Llc's LinkedIn profile is https://www.linkedin.com/company/pom-financial-services-llc
Pom Financial Services Llc's industry is
Financial Services
Pom Financial Services Llc's top competitors are
Peace Of Mind Financial Solutions,
Peace Of Mind Financial.
Pom Financial Services Llc's categories are Financial Services
Pom Financial Services Llc's founding year is 2010
