Pomeroy Agency

Pomeroy Agency Empowering entrepreneurs and businesses with impactful online branding, strategic marketing, and expert consulting.

“Skills are cheap. Passion is priceless.” – Gary Vaynerchuk…
09/13/2024

“Skills are cheap. Passion is priceless.” – Gary Vaynerchuk



Comprehensive financial guidance tailored to your unique needs. Pomeroy Financial Group - Your partner in holistic finan...
01/02/2024

Comprehensive financial guidance tailored to your unique needs. Pomeroy Financial Group - Your partner in holistic financial wellness. 👥💼
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Embark on a journey to financial wellness with Pomeroy Financial Group. We're here to guide you every step of the way. 🗺...
01/01/2024

Embark on a journey to financial wellness with Pomeroy Financial Group. We're here to guide you every step of the way. 🗺️
..

Insurance isn't just about protection; it's peace of mind. Let us help you secure your future and your loved ones. 🛡️   ...
12/31/2023

Insurance isn't just about protection; it's peace of mind. Let us help you secure your future and your loved ones. 🛡️

Embrace minimalist principles for financial clarity. Simplify your life and make informed decisions with Pomeroy Financi...
12/30/2023

Embrace minimalist principles for financial clarity. Simplify your life and make informed decisions with Pomeroy Financial Group. 🌱
..

Secure your future with strategic investment advice from Pomeroy Financial Group. Let's build a portfolio that aligns wi...
12/29/2023

Secure your future with strategic investment advice from Pomeroy Financial Group. Let's build a portfolio that aligns with your life goals. 📈

Our life coaching services go beyond numbers. It's about guiding you towards financial freedom, so you can live the life...
12/28/2023

Our life coaching services go beyond numbers. It's about guiding you towards financial freedom, so you can live the life you've always envisioned. 🌟
..

At Pomeroy Financial Group, we believe in aligning your values with your financial decisions. Your journey to holistic f...
12/27/2023

At Pomeroy Financial Group, we believe in aligning your values with your financial decisions. Your journey to holistic financial wellness starts with conscious choices. 💡

11/22/2022

⚡️Tip for any homeowners/real estate agents/loan officers: get mortgage protection insurance for yourself and your clients. Mortgage protection insurance covers your mortgage payments if you pass away, lose your job or become critically ill or disabled.

Mortgage protection insurance is different than homeowner’s insurance. Homeowner’s insurance protects your home from unexpected damage to the home, whereas mortgage protection insurance protects you and your family from losing your home due to an unexpected loss of income.

Mortgage protection insurance is also different than PMI (private mortgage insurance). PMI protects your lender if you default on your loan, whereas mortgage protection insurance protects you and your family.

Find a licensed broker, like myself, than can help you or your clients find the best option.

💸Payoff your mortgage if something unforeseen happens to you.Mortgage protection coverage is protection that would pay o...
10/14/2021

💸Payoff your mortgage if something unforeseen happens to you.

Mortgage protection coverage is protection that would pay off your mortgage if something unforeseen happens to your ability to earn an income. Things like an injury, illness, disability, unemployment, or death.

Your family won’t have to move out of your family home and sell the house. instead, the mortgage would be paid and your family can stay in the house and not worry about mortgage payments.

💥Schedule a FREE meeting with us to find out what program is available for you. (Link in bio: https://calendly.com/pomeroyfinancialgroup/mortgage-protection-coverage )




💸Use this step by step guide to setup an UTMA account for your child(ren).There are many ways to give your child money: ...
10/10/2021

💸Use this step by step guide to setup an UTMA account for your child(ren).

There are many ways to give your child money: hand them cash, open up a savings account for them, get an IUL setup in their name, create a trust for them, create a college savings plan (529), or setup a brokerage account like an UTMA or UGMA.

All of these are great options and you don’t have to pick just one. In fact, it is highly advisable to do more than one (diversifying their portfolio).

With that said, here is a step by step guide to setting up an UTMA account for your child, or children. (One account per child)

💰Save this for future reference.




Address

San Diego, CA

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 9am - 6pm

Telephone

+18584135100

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