Pomeroy Financial Solutions Inc.
Languages spoken: English
Area(s) served: Kingston, Belleville, Brockville, Napanee, Eastern Ontario
Helping your family
Whether you’re looking to protect your family from an unexpected illness, or build wealth for your own future, creating a strategy can help with your unique needs and goals. Regardless of what stage you’re in, you can feel more at peace knowing you’re protected and set up for success financially.
Build, Protect and Grow
At Pomeroy Financial Solutions it is our mission to direct all our attention to the financial success of those that we work with, and we do all we can to express that direction every day as we help you Build, Protect, and Grow all that is important to you.
In our Logo, and in our content, you will often see messages, that involve some education, motivation, or inspiration, and almost always one of our K9 friends. We have integrated our four-legged companions into our work because the important part that they play in our lives, and we hope to build that same level of relationship with you.
The relationship between a dog and its handler is built on Trust, Leadership, and Loyalty. A dog must Trust the handler to provide guidance, safety, and consistency, while the handler must establish strong Leadership to direct this relationship with confidence and clarity. Through training and experience, this bond strengthens, fostering deep Loyalty, where the dog and hander build a profound ability to communicate with each other. The result is a unified and unwavering dedication towards a common goal.
Similarly, we will cultivate Trust with you by demonstrating experience and acting in your best interests. Just as a handler provides Leadership to guide their partner toward success, we will lead you through complex financial decisions with knowledge and strategy. Over time, this guidance fosters Loyalty, and you will begin to see great value in our judgment and commitment to your financial well-being,. Whenever you see a Dog and their Handler working in perfect unity, we hope that you are reminded of us.
We can help you Build, Protect, and Grow all that is important to you, and know that we do it all through Trust, Leadership and Loyalty.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Trust. Leadership. Loyalty
At Pomeroy Financial, we will work with you to create a holistic and personalized plan to reach your health and financial goals together. One Plan, for you, together.
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Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Five Mistakes to Avoid in Your First Year of Retirement
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