Pomeroy Financial Planning

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

7850 5 Mile Rd, Cincinnati, Ohio, 45230,...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Pomeroy Financial Planning

Pomeroy Financial Planning is an independent, fee-only financial advisory firm based in Cincinnati, OH, dedicated to helping clients define their ideal life and navigate significant life transitions. Established in 1996, the firm employs a strategy-based approach to assist clients in making optimal financial decisions and preparing for potential disruptions. Their services focus on bringing order to financial matters and ensuring that clients' decisions are logical and well-informed. The firm aims to foster financial security while enhancing clients' enjoyment of life.Explore more
Pomeroy Financial Planning's Social MediaPopular SearchesPomeroy Financial Planning LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pomeroy Financial Plannin...

<$5M
1-10
Private
-
1996
N/A
<$5M
11-50
Private
-
2005
DJ
Dell JonesOwner and President
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
1983
BK
Bernard KielyFinancial Planner
<$5M
1-10
Private
-
2010
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Pomeroy Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Pomeroy Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Pomeroy Financial Planning.

Pomeroy Financial Planning Tech Stack

A closer look at the technologies used by Pomeroy Financial Planning

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Frequently Asked Questions Regarding Pomeroy Financial Planning

What is Pomeroy Financial Planning's official website?
Pomeroy Financial Planning's official website is www.planpersistprosper.com
What is Pomeroy Financial Planning's Revenue?
Pomeroy Financial Planning's revenue is <$5 Million
What is Pomeroy Financial Planning's SIC code?
Pomeroy Financial Planning's SIC: 62,628
What is Pomeroy Financial Planning's NAICS code?
Pomeroy Financial Planning's NAICS: 52,523
How many employees does Pomeroy Financial Planning have?
Pomeroy Financial Planning has 1-10 employees
What industry does Pomeroy Financial Planning belong to?
Pomeroy Financial Planning is in the industry of: Finance, Securities Trading
What is Pomeroy Financial Planning competition?
Pomeroy Financial Planning top competitors include: Lakeside Financial Planning, Radnor Financial Advisors, Kiely Capital Management, Jgs Wealth Management
What technology does Pomeroy Financial Planning use?
Some of the popular technologies that Pomeroy Financial Planning uses are: WordPress.org, reCAPTCHA, PHP, Google Universal Analytics
What does Pomeroy Financial Planning do?

Pomeroy Financial Planning is an independent, fee-only financial advisory firm based in Cincinnati, OH, dedicated to helping clients define their ideal life and navigate significant life transitions. Established in 1996, the firm employs a strategy-based approach to assist clients in making optimal financial decisions and preparing for potential di... sruptions. Their services focus on bringing order to financial matters and ensuring that clients' decisions are logical and well-informed. The firm aims to foster financial security while enhancing clients' enjoyment of life.Read More

What are Pomeroy Financial Planning social media links?
Pomeroy Financial Planning Linkedin page
Is Pomeroy Financial Planning a public company?
Pomeroy Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Pomeroy Financial Planning

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