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Pomeroy Financial Planning, LLC

A place for clients who want to feel financially optimized, enjoy learning, and prefer to self-manage their portfolio (or want to learn how).
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Susan Pack, CFP®, CKA®, CPA/PFS
NAPFA-Registered Financial Advisor
📖Multiple Locations
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Primary Office

7850 5 Mile Rd Cincinnati, OH 45230 Phone: (513) 802-8898
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