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Pomeroy Financial Planning
Categories
Investments/Financial Planning
Hours:
By appointment
About Us
Independent | Fee-Only | Fiduciary
Pomeroy Financial Planning was founded by Susan Pack in 1996 in Columbus, Ohio. Now headquartered in Cincinnati, PFP serves clients throughout Ohio and many other states. Susan is a Certified Public Accountant, a Personal Financial Specialist and a Certified Financial Planner®.
Prior to founding PFP she worked extensively with families, executives, and small business owners as a CPA for a major law firm in the Tax, Trust and Estate Group and for a large fee-only planning firm. She is a graduate of The Ohio State University and completed post-graduate studies at The College for Financial Planning.
For more information, please visit us at https://PlanPersistProsper.com/
Highlights
- CPA, PFS, CFP®
- Fee-Only (no product sales)
- We help our clients plan and persist so that they can prosper
- Expert guidance since 1996
Rep/Contact Info
View Personal BioSusan PackIndependent | Fee-Only | Fiduciary
Pomeroy Financial Planning was founded by Susan Pack in 1996 in Columbus, Ohio. Now headquartered in Cincinnati, PFP serves clients throughout Ohio and many other states. Susan is a Certified Public Accountant, a Personal Financial Specialist and a Certified Financial Planner®.
Prior to founding PFP she worked extensively with families, executives, and small business owners as a CPA for a major law firm in the Tax, Trust and Estate Group and for a large fee-only planning firm. She is a graduate of The Ohio State University and completed post-graduate studies at The College for Financial Planning.
For more information, please visit us at https://PlanPersistProsper.com/
Susan PackManaging Principal- Phone: (513) 802-8898
- Send an Email
- 7850 5 Mile Rd Cincinnati OH 45230
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