PODELL FINANCIAL GROUP

Podell Financial Group has adopted this policy with recognition that protecting the privacy and security of the personal information we obtain about our customers is an important responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information... We specialize in creating custom plans for each of our clients, which is why we are different from your average financial advisor... Our value proposition is that we know the nuts and bolts of the business owner. Our tax knowledge and retirement plan designs go beyond the scope of what most advisors can offer.

Also known as: Podell Financial, Podell Financial Group LLC

Primary location: Fairfield United States