Effective financial planning can sometimes require a team of experts working together to serve your best interests. In such situations, we are the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.
New York Life
Robert A. Miller, Lloyd Pomerantz, Matthew N. Pomerantz, Sheldon F. Schiff and their fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance company in the United States and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 9/12/2019.)
Eagle Strategies LLC
Through Eagle Strategies, Matthew N. Pomerantz provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.
The Advanced Planning Group
The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting and financial service, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Robert A. Miller, Jonathan H. Miller, Lloyd Pomerantz, Matthew N. Pomerantz and Sheldon F. Schiff can bring experience, value and insight to your planning situation. The Advanced Planning Group does not provide specific legal, tax or accounting advice.
NYLife Securities
NYLIFE Securities, LLC offers Registered Representatives the resources of a full-service broker/dealer together with competitive investment products and services and a discounted cost structure for clients. As a registered broker/dealer, licensed insurance agency, and wholly owned subsidiary of New York Life Insurance Company, NYLIFE Securities, LLC can help us address the needs of almost every level of investor - from the novice to the sophisticated.
Mainstay
MainStay Investments is a service of New York Life Insurance Company. They provide a multi-layered structure of asset managers with highly specialized focus on investment management, processes and philosophies. Being a service of NYL Insurance Company allows MainStay Investments to have a unique advantage and therefore allows the Miller-Pomerantz team to offer the best investment knowledge to their clients.
CPI Companies
Our firm works with CPI Companies for life insurance brokerage to provide access to tailor- made financial strategies, services and products that our high net worth clients expect and deserve.