Miller-Pomerantz Insurance & Financial Services is a New York City-based financial planning and insurance firm with a long and proud history. Founder Sidney M. Miller established the firm in 1951 and practiced for 60 years, with his sons, Robert, a past NAIFA President, joining the business in 1982, and Jonathan in 1992. In 1999, Sheldon F. Schiff and Lloyd Pomerantz also joined the firm, and Lloyd's son, Matthew, came on board in 2012, creating the next generation at Miller-Pomerantz Insurance & Financial Services.
Our mission is to help our clients to protect their lifestyle, improve their lifestyle and pass that lifestyle on to the ones they love and/or the causes that are important to them. We do this by using a highly-customized mix of financial and insurance services and products geared toward your needs and desires, and we would be glad to meet with you anytime to discuss your goals and how we may be of service to you.
Robert A. Miller, Lloyd Pomerantz, Matthew N. Pomerantz and Sheldon F. Schiff are agents licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of New York, New Jersey, Connecticut and Florida.
Our mission is to help our clients to protect their lifestyle, improve their lifestyle and pass that lifestyle on to the ones they love and/or the causes that are important to them. We do this by using a highly-customized mix of financial and insurance services and products geared toward your needs and desires, and we would be glad to meet with you anytime to discuss your goals and how we may be of service to you.
Robert A. Miller, Lloyd Pomerantz, Matthew N. Pomerantz and Sheldon F. Schiff are agents licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of New York, New Jersey, Connecticut and Florida.
Services
Robert A. Miller, Lloyd Pomerantz, Matthew N. Pomerantz and Sheldon F. Schiff are agents licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of New York, New Jersey, Connecticut and Florida.
No insurance business may be conducted outside these states referenced.
Robert A. Miller, Lloyd Pomerantz, Matthew N. Pomerantz and Sheldon F. Schiff are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency.
No insurance business may be conducted outside these states referenced.
Robert A. Miller, Lloyd Pomerantz, Matthew N. Pomerantz and Sheldon F. Schiff are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency.
A past president of NAIFA-New York City and NAIFA-New York State, Robert's outstanding service to these organizations has been recognized with the Ben Brewster Government Relations, Julian Myrick, and Spencer L. McCarty awards.
He is a graduate of the NAIFA Leadership in Life Institute (LILI) and is a lifetime member of the Million Dollar Roundtable (MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance).
Robert was elected to the NAIFA Board of Trustees in 2005 and has served as trustee liaison to the CEO Outreach Program, the Young Advisors Team and the Corporate Partnerships Program.
He is a graduate of the NAIFA Leadership in Life Institute (LILI) and is a lifetime member of the Million Dollar Roundtable (MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance).
Robert was elected to the NAIFA Board of Trustees in 2005 and has served as trustee liaison to the CEO Outreach Program, the Young Advisors Team and the Corporate Partnerships Program.
Here at Miller-Pomerantz Insurance and Financial Services, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle.
Taking into account their personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives.
Some of our key services are detailed below.
The success of most businesses is tied into the talent, passion and work ethics of their key executives.
Executive benefit packages can help you attract, motivate, and retain high-caliber employees and keep your company healthy and stable.
Taking into account their personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives.
Some of our key services are detailed below.
The success of most businesses is tied into the talent, passion and work ethics of their key executives.
Executive benefit packages can help you attract, motivate, and retain high-caliber employees and keep your company healthy and stable.
Miller-Pomerantz Insurance and Financial Services provides individuals and families with innovative, cutting-edge products and services to help them grow, protect and conserve their wealth through all stages in life.
Taking into account your needs, goals and tolerance to risk, we will work with you to bring clarity to where you're going and how to get there.
Some of our key services are detailed below.
We work with our clients to design and implement a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs.
Taking into account your needs, goals and tolerance to risk, we will work with you to bring clarity to where you're going and how to get there.
Some of our key services are detailed below.
We work with our clients to design and implement a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs.
Eagle Strategies LLC, is a Registered Investment Adviser and an indirect, wholly-owned subsidiary of New York Life, is a provider of holistic investment advisory and financial planning services.
We leverage Eagle's sophisticated wealth management platform, comprised of many of today's leading investment managers, to design customized investment solutions to help address our clients' unique investment objectives and risk tolerance levels.
Managing your wealth requires a clear understanding of your overall investment objectives.
We leverage Eagle's sophisticated wealth management platform, comprised of many of today's leading investment managers, to design customized investment solutions to help address our clients' unique investment objectives and risk tolerance levels.
Managing your wealth requires a clear understanding of your overall investment objectives.
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