Insurance & Business Planning Specialists

Founded in 1975, we are an independent insurance & business planning firm that provides sound, unbiased advice. We help professionals, business owners & executives with tax efficient risk management & accumulation planning strategies.

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Pomfret Financial is a proud title sponsor of Futbol Friday, a digital newsletter covering Charlotte’s major league soccer team, Charlotte FC.

In 2019, Pomfret Financial entered into an independent relationship with Valmark Financial Group, a national, by- invitation-only, resource consortium composed of a select group of successful, insurance & wealth planning firms.  Pomfret Financial is an insurance & business planning specialty firm.

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