POM Financial Services LLC

Financial Services - Lauderhill, Florida, United States

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POM Financial Services LLC Details

• Analyzed financial documents to create a balance sheet, cash flow statement, and retirement forecast for clients.• Communicated financial concepts using layman's terms to facilitate understanding and uncover sales opportunities.• Prepare individual income tax return for filing. • Prepared complex training for managers of insurance agencies, ensuring full compliance with suitability guidelines.• Designed and delivered series of presentation for insurance agents, providing fundamental training and education.

Website: http://www.pomfsllc.com

Employees: 0

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Location: Lauderhill, Florida, United States

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