Susan Pack is a CFP, PFS-designated registered investment advisor at Pomeroy Financial Planning, LLC., based in Cincinnati, OH, with 26 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Pomeroy Financial Planning offers investment consulting services for an hourly or flat fee. They assist clients in creating an investment strategy based on their goals, risk tolerance, and financial situation, and then offer specific investment suggestions. Clients retain control and make all investment decisions.
Contact
Susan Pack
Location
7850 5 Mile Rd, Cincinnati, OH, 45230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pomeroy Financial Planning, LLC.
State Registrations2 states
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Exams