Based in the USA and serving clients worldwide, Peace of Mind Wealth Management (POM) provides flexible and comprehensive professional asset management, along with a global mindset to identify and navigate risks. As the top agent appointed by major A-rated insurance companies in the USA, POM offers a one-stop financial planning and insurance service for the global Chinese community. Collaborating with renowned lawyers, accountants, and universities in the USA, POM provides professional wealth platform services, encompassing knowledge, information, and solutions, to protect overseas assets and support business development.
POM boasts an experienced marketing and management team, coupled with advanced operational and training systems to provide comprehensive insurance and financial planning services, making it one of the most professional and trustworthy brands in Northern California's financial planning industry. POM is dedicated to becoming a leading international technology-based personal wealth management company, adhering to the philosophy of "technology leading finance, finance serving life", while exploring "wealth + scientific management".
POM has provided innovative and comprehensive financial services to tens of thousands of high-net-worth clients globally, with carefully selected and rigorously monitored financial products from top-tier insurance companies in the USA. POM is committed to attention to detail, focus on service, and customer-first mentality, along with strength, stability, and keeping promises, which sets them apart.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 2955 Campus Dr,
- Industry
- Marketing Services
- NAICS
-
Advertising, Public Relations, and Related ServicesAdvertising AgenciesMedia Buying AgenciesMedia RepresentativesOutdoor AdvertisingDirect Mail AdvertisingAdvertising Material Distribution ServicesOther Services Related to Advertising
- Keywords
- financial planning, Life Insurance, Annuity.
- HQ
- San Mateo, California
Peace Of Mind Wealth Management Questions
Peace Of Mind Wealth Management's website is https://peaceofmindwealthmanagement.com/
Peace Of Mind Wealth Management's LinkedIn profile is https://www.linkedin.com/company/pomwm
Peace Of Mind Wealth Management has
4 employees.
View email and phone details for 4
employees at Peace Of Mind Wealth Management.
Peace Of Mind Wealth Management's industry is
Marketing Services
Peace Of Mind Wealth Management's top competitors are
Lions Financial,
Insurance Evolution,
Blackhorn Wealth Management,
Pwc China,
Peace Of Mind Wealth Management,
Quantum Ai Financial & Insurance Agency Corp,
City Investment Solutions,
J.p. Morgan,
Pom Insurance Agency Inc.
Peace Of Mind Wealth Management's categories are Marketing Services
Peace Of Mind Wealth Management's founding year is 2019
