Please complete the CAPTCHA to continue
@unitedplanners.com
✓
16 phones found area 856, 480, 484, 267, 407, 610, 201, and 215
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Michael Pomerantz, Aif® is listed as Investment Advisory Representative at United Planners Financial Services, a company with 174 employees, based in Cherry Hill, New Jersey, United States. AeroLeads shows a work email signal at unitedplanners.com, phone signal with area code 856, 480, 484, 267, 407, 610, 201, 215, and a matched LinkedIn profile for Michael Pomerantz, Aif®.
Michael Pomerantz, Aif® previously worked as Partner at Backal Pomerantz Wealth Management. Michael Pomerantz, Aif® studied at University Of Pittsburgh.
This section adds company-level context without repeating Michael Pomerantz, Aif®'s masked contact details.
AeroLeads found 1 current-domain work email signal for Michael Pomerantz, Aif®. Compare company email patterns before reaching out.
Michael Pomerantz, AIF, is a Registered Representative offering Securities and Advisory Services through United Planners Financial Services, Member FINRA/SIPC. Backal Pomerantz Wealth Management and United Planners are independent companies.Specialties: Wealth Management, Retirement Planning, Life, Disability, and Long Term Care Insurance, 529 Plans, and SIMPLE Plans for Businesses. Understanding that no one can be "all things to all people" my partner and I utilize a team approach to address each and every one of our client's goals and objectives.For individuals, families, and business owners, we develop a suitable financial strategy for you, clarifying your vision of the future and designed to help protect your wealth. We do so by providing personalized service that is based upon your values and goals. -I have had a specific financial event take place (retirement distribution, inheritance, or gift) or have an upcoming financial decision to make and I want objectivity and guidance that I am doing the right thing. -I have always managed my own investments, maybe with the help of a stockbroker, but with recent economic events I feel uncomfortable, and want to review my strategy with a knowledgeable objective advisor. -I am considering purchasing a financial product from someone, and want an objective opinion.
Listed skills include Wealth Management, Retirement Planning, Investments, Investment Advisory, and 23 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Cherry Hill, NJ
Helping and guiding Individuals and Businesses to manage and preserve their wealth through proper planning and insurance. We integrate all areas of financial analysis to assist you in managing the "Critical Financial Events" throughout your life.
Other employees you can reach at unitedplanners.com. View company contacts for 174 employees →
Phillip Duncan
Colleague at United Planners Financial Services
Peoria, Arizona, United States, United States
View →
RS
Richard Shields
Colleague at United Planners Financial Services
Scottsdale, Arizona, United States, United States
View →
PH
Paul Hlodnicki
Colleague at United Planners Financial Services
Phoenix, Arizona, United States, United States
View →
ES
Edward S. Laskin
Colleague at United Planners Financial Services
Bohemia, New York, United States, United States
View →
LC
Lindsey Chrystan, Cfp®️
Colleague at United Planners Financial Services
Grandville, Michigan, United States, United States
View →
GD
George Deares
Colleague at United Planners Financial Services
Forest Hill, Maryland, United States, United States
View →
PW
Phil Wheat, Cfp.®, Aif®, Ces™, Msfs
Colleague at United Planners Financial Services
Mckinney, Texas, United States, United States
View →
RS
Richard Schoelch
Colleague at United Planners Financial Services
Troy, Michigan, United States, United States
View →
BB
Ben Bidwell
Colleague at United Planners Financial Services
Mesa, Arizona, United States, United States
View →
DH
Doug Hall
Colleague at United Planners Financial Services
San Diego, California, United States, United States
View →
Quick answers generated from the profile data available on this page.
Michael Pomerantz, Aif® works for United Planners Financial Services.
Michael Pomerantz, Aif® is listed as Investment Advisory Representative at United Planners Financial Services.
AeroLeads has found 1 work email signal at @unitedplanners.com for Michael Pomerantz, Aif® at United Planners Financial Services.
AeroLeads has found 16 phone signal(s) with area code 856, 480, 484, 267, 407, 610, 201, 215 for Michael Pomerantz, Aif® at United Planners Financial Services.
Michael Pomerantz, Aif® is based in Cherry Hill, New Jersey, United States while working with United Planners Financial Services.
Michael Pomerantz, Aif® has worked for Backal Pomerantz Wealth Management and United Planners Financial Services.
Michael Pomerantz, Aif®'s colleagues at United Planners Financial Services include Phillip Duncan, Richard Shields, Paul Hlodnicki, Edward S. Laskin, and Lindsey Chrystan, Cfp®️.
You can use AeroLeads to view verified contact signals for Michael Pomerantz, Aif® at United Planners Financial Services, including work email, phone, and LinkedIn data when available.
Michael Pomerantz, Aif® studied at University Of Pittsburgh.
Michael Pomerantz, Aif® is listed with skills including Wealth Management, Retirement Planning, Investments, Investment Advisory, Annuities, Insurance Planning, Asset Management, and 401K.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts