Miller Pomerantz Financial

Miller-Pomerantz Insurance & Financial Services is a New York City-based financial planning and insurance firm with a rich history dating back to 1951. Founded by Sidney M. Miller, the firm has been dedicated to helping individuals and families protect their lifestyle, improve their lifestyle, and pass it on to their loved ones or the causes that are important to them.

Our Story

The firm has been built on a foundation of strong relationships and a deep understanding of the importance of financial planning. For over 60 years, the Miller family has been committed to providing personalized service and customized solutions to meet the unique needs of our clients. Today, the firm is led by Robert A. Miller, Lloyd Pomerantz, Matthew N. Pomerantz, and Sheldon F. Schiff, who have continued the tradition of excellence and dedication to our clients.

Our Services

At Miller-Pomerantz Insurance & Financial Services, we offer a wide range of services designed to help you achieve your financial goals. Our professionals have extensive experience in providing personalized financial planning, insurance, and investment solutions. Whether you're looking for individual or business planning, investment guidance, or insurance protection, we have the expertise and resources to help you achieve your objectives.

Business Solutions

Our business solutions are designed to help entrepreneurs and business owners protect their business and personal assets. We offer a range of insurance and financial products and services, including business succession planning, employee benefits, and retirement planning.

Personal Solutions

Our personal solutions are designed to help individuals and families achieve their financial goals. We offer a range of insurance and financial products and services, including life insurance, disability insurance, long-term care insurance, retirement planning, and estate planning.

Investment Solutions

Our investment solutions are designed to help individuals and families grow their wealth and achieve their financial goals. We offer a range of investment products and services, including mutual funds, stocks, bonds, and exchange-traded funds.

Our Process

At Miller-Pomerantz Insurance & Financial Services, we take a personalized approach to financial planning and insurance. Our professionals take the time to understand our clients' unique financial situations and goals, and we work closely with them to create customized solutions that meet their needs.

Our Alliances

We have built strong relationships with leading insurance companies and financial institutions, including New York Life and MainStay Mutual Funds. These alliances enable us to offer our clients a wide range of insurance and financial products and services.

Our Team

Our team of experienced professionals is dedicated to providing exceptional service and expert guidance to our clients. Our professionals have advanced degrees in finance, insurance, and related fields, and they have extensive experience in the financial services industry.