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Paul S. Pomeroy, CFP®

LPL Financial

4880 Long Prairie Rd
Ste 220
Flower Mound, TX 75028-2285
Phone: (469) 635-2860
Fax: (972) 410-0209

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.