The Pomfret Financial Company
Insurance Agency
Why pick this one
They have been an independent insurance and business planning firm since 1975, specializing in custom plans for affluent families and business owners.
Best for
- wealth preservation strategies
- business continuation planning for companies
- executive benefit programs
Look elsewhere if
- individuals seeking standard insurance offerings
- budget-sensitive clients
Specialties
- business continuation planning
- executive benefit planning
- custom benefit programs
- life settlements
- policy management services
Certifications
- Valmark Financial Group
What makes them different
- independent insurance & business planning firm since 1975
- association with Valmark Financial Group
- custom planning for affluent families and business owners
- expertise in executive benefit planning
- Years in business
- 48
Distilled from this business's own website.
Contact & Location
- Address
- 1115 E Morehead St, Charlotte, NC 28204-0062
- Phone
- +17042884999
- Website
- http://pomfretfinancial.com
- inquiry@pomfretfinancial.com
Services
- insurance planning
- business planning
- risk management
- wealth accumulation
- estate planning