Mapping Out Your Financial Future

 

 

 

 

With all the volatility in the market today, are you certain you can handle all the risk in your current portfolio? Click above for a brief questionnaire to determine your risk tolerance and allow us to guide you with investment options.

 


 

At Backal Pomerantz Wealth Managment, we offer securities and advisory services through United Planners Financial Services of America, Member FINRASIPC

We believe that taking a disciplined and integrated approach to planning for your dreams and goals is the best way to reach them. We ask targeted questions and listen closely to your answers. We provide guidance and advice, tracking your progress and helping you make adjustments to your plan as needed to ensure you stay on track.

We believe success should be measured not just by your financial well-being, but by how confident you feel about your future. Our mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

 

Contact our office today.  We look forward to hearing from you.

 

David C. Backal, CRPC ®, CRPS ®, MBA

Michael A. Pomerantz, AIF ®