Pomerantz Financial Associates

Our Vision

Backal Pomerantz Wealth Management believes in creating lasting client relationships through personalized financial guidance and comprehensive planning. We empower our clients to make confident financial decisions by providing clarity, education, and transparency throughout the process.

Our Mission

Our mission is to help you achieve your financial goals by:

• Building a personalized financial plan that aligns with your individual needs, goals, and values.
• Taking a disciplined and holistic approach to address all aspects of your financial life.
• Providing ongoing support, guidance, and adjustments to ensure your plan remains relevant and effective over time.

Our Expertise

Our team of experienced professionals offers comprehensive expertise in:

Retirement Planning

• Guiding you through the complexities of retirement planning, maximizing your contributions, and exploring various options to achieve your desired retirement lifestyle.

Lifestyle Planning

• Balancing work and leisure, prioritizing financial goals, and creating a sustainable financial plan that aligns with your values and aspirations.

Investment Planning

• Building a diversified portfolio that reflects your individual risk tolerance, goals, and time horizon.

Our Team

Our team consists of seasoned financial professionals with extensive experience in the financial services industry. We are dedicated to collaborating with clients and providing personalized guidance every step of the way.

Our Approach

We take a personalized and collaborative approach to financial planning, focusing on:

• Active listening and understanding your needs and goals.
• Providing clear and concise explanations of your financial options.
• Working in partnership with you to implement and monitor your financial plan.

Our Values

Integrity, transparency, and client-centricity are at the core of our values. We believe in:

• Building trust through open communication and accountability.
• Providing personalized and tailored solutions to your unique financial situation.
• Empowering you to make informed financial decisions with confidence.