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Our Alliances

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.

Proud to Offer New York Life > Logo

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 > Logo

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.

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Advanced Planning Group > Logo

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.


New York Life > NYLIFE Securities

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.


New York Life > MainStay Investments > Logo

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 Life Brokerage > Logo

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.


Disclosure

Matthew Pomerantz is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0K25350), CT, FL, GA, IL, IN, MA, MD, ME, MI, NC, NJ, NY, OH, PA, SC, UT, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Matthew Pomerantz is licensed and authorized to offer insurance in California, but Miller-Pomerantz Insurance and Financial Services may not be. For additional information on California licensure status, please click here.

Matthew Pomerantz is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 285 Fulton St Fl 39, New York, NY, 10007, 212-261-9555. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, MD, NJ, NY, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

Matthew Pomerantz is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CT, FL, MD, NJ, NY, and UT. As such, these services are strictly intended for individuals residing in the states referenced.

Miller-Pomerantz Insurance and Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Miller-Pomerantz Insurance and Financial Services nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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Our Location

120 Broadway

29th Floor

New York, NY 10271

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Contact Us

(212) 261-9555 Ext. 320
(212) 261-9556
matthew@millerpomerantz.com
  • About Us
    • Meet the Partners
    • Our Alliances
    • Our Process
    • Organization Chart
  • Products & Services
    • Personal Solutions
    • Business Solutions
    • Investment Solutions
    • Common Products
  • Client Education
    • Calculators
    • Video Library
  • Contact Us
    • Our Location
    • Company Directory
  • Client Login
    • Virtual Service Center
    • Eagle Strategies/NYLIFE Securities
    • Unum
    • NYLI Funds

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