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Susan E. Pack, CPA/PFS, CFP®, CKA®

Principal
Pomeroy Financial Planning, LLC


LinkedIn


Areas of Concentration

Charitable Giving, Comprehensive Financial Planning, Retirement Planning, Estate Planning, Investment Planning, Life Transitions, Tax Planning

Office Location

Pomeroy Financial Planning, LLC
2114 Madison Rd 200
Cincinnati, OH 45208

Office Location

Pomeroy Financial Planning, LLC
Anderson Township
Cincinnati, OH 45255

Office Location

Pomeroy Financial Planning, LLC
Virtual Meetings available in most states
Cincinnati, OH 45040

Description

We bring order to financial matters, impart understanding and insight so that your decisions are rooted in logic rather than emotion, and help you navigate life’s key transitions. Our stewardship driven process includes creating attentive, actionable financial plans and, if needed, investment analysis, plans and management. We provide these services on a fee-only basis (no product sales).

Licensed in these states: KY, OH

Check the background of this investment professional on FINRA BrokerCheck

Contact Susan