Podell Financial Group
Podell Financial Group specializes in unique and specific tax-strategies for business owners and the self-employed. We create and manage these financial plans for successful companies using tax-advantaged plan designs to get large deductions. While working with our client's tax advisor we have been able to position them in an enhanced financial position. The result of our work, allows our clients to hold onto more of their company's profits.
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Verified contacts
3
available on Kipplo
LinkedIn employees
6
11 to 50 range
Open roles
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no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- MK
Michael Kelly
Associate Financial Advisor · Finance & Accounting
EmailPhone - TM
Tara Medina
Executive Assistant · General Business & Management
EmailPhone - LM
Leslie Mastrogiovanni
Manager of Operations · Operations
EmailPhone
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Top roles at Podell Financial Group
3 distinct titles indexed · top 3 shown.
- 1associate financial advisor
- 1executive assistant
- 1manager of operations
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