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Finance Advising reviews in Cherry Hill

  • A
    Michael was so nice and helpful. I went to his office and it was not stuffy at all. He reviewed all of my statements and spent over an 1 hour and half with me, answering every question I had regarding my investments, rollovers, college planning, and general stock market information. He was patient and easy to speak with. Side note, there is no charge for the initial consultation. Since that meeting, he helped me move my 401ks into one IRA account and helped me with the other topics. Even with the crazy stock market, he was always accessible to me and my performance was awesome. Thank you so much Michael and I would very highly recommend.
    - Sean P.
  • A
    Backal Pomerantz Wealth Management was great.  They took a lot of time with me and my wife to answer all of my questions.  Michael made me feel very comfortable and was very knowledgeable in the investment planning world.  Initially, I wanted to consolidate all of my retirement investments only but ended up having him manage everything.  He created an investment plan that he reviewed with me and my wife in detail and was very impressed.  My performance has been great.  Even with the up and down market, Michael is always accessible and calls me back when he is out of the office.  It is nice to know that the service provided on day 1 is still the service provided today.  He is extremely helpful and always addresses my questions and concerns.  I recommend him and his partner without question.

    - Bill M.
  • A
    It was incredible.  From the moment I went to his office, which is really nice, to feeling comfortable from beginning to end, I never had a better experience in any similar setting.  He was patient and didn't apply any sales pressure to me.  It was great.  All of my questions were answered thoroughly and not in a stuffy way.  He is very professional and knowledgeable about financial planning and would refer him to anyone who is in need or is unhappy with their current situation.

    - Scott P.
  • A
    Michael and his partner David are really smart, hard working, and know how to treat a client.  They work hard for me with answering weekend calls, working late in the evening, and especially in the beginning, fielded several calls a week from me.  They are independent advisors, so they don't have any bias towards one product or company.   It was my second time in and they were even better this time.  They are so patient and helpful.
    - michael p.
  • A
    Michael is very knowledgeable, not stuffy, and easy to work with when I need him. I am a recent college graduate(3 years ago) and have only been with Pomerantz Financial a short while, but have learned so much.  I recently was referred to Michael from a close friend who works with Michael just to potentially move my 401k's but see how he was before discussing the settlement money.  I was pleasantly surprised by the attentive service I received from him.  He not only answered all of my questions, but really helped me to understand my investments and what they could potentially do for me. After these initial meetings, it was a no brainer having him work with me with the settlement.   To be honest I was nervous, but he was so great.  I will gladly be using Pomerantz Financial for all of my financial planning needs.  I look forward to a long business relationship and learning as much as I can.
    - Valerie B.
  • A
    The decision to invest through was one that could not have worked out better. The investments made have reflected market conditions and very often the AG Edwards selected funds have bettered the average of those funds overall. Further, the reporting of AG Edwards on fund status, market conditions, and on changes in the financial/economic environment is exceptional. The reports are lucid, detailed and understandable. Further, true to his word, Mr. Montenero is in regular contact, discussion the status of my accounts, and inviting questions. He is forthright and knowledgeable in his explanations. Further, he has provided some solid information on financial issues that were not strictly related to my accounts (e.g. questions asked on behalf of my family members who are not his clients). My investment decisions were obviously very important to me and very difficult. But I could not be happier with my decision to work with AG Edwards through the services of Mr. Montenero.
    - JOHN C.
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Financial Advisors in Cherry Hill

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