Money Poole
COMPLETE FINANCIAL SOLUTIONS
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– Henry Ford

What we need are some financial engineers.

 

At Money Poole, we provide personalized financial solutions for each client – in the areas of investments, budgeting & consulting.

We are all so busy multitasking, our financial planning can easily take a backseat to daily life. That's why we are here. We will guide and direct you toward reaching your financial goals so that you, your family and future generations will be blessed.

 

Contact

➤ LOCATION

Greenville, SC

☎ CONTACT

Norm@MoneyPoole.com
(864) 326-5464

 

Areas of Practice


Registered Investment Advisor (RIA)

  • Helping individuals with retirement planning
  • Focused on investment performance to meet your risk tolerance

  • Utilizing efficient investment vehicles for your investment needs


Business Consulting:

  • Manufacturing projects to improve efficiency, safety and quality
  • ISO consulting

  • CFO help

  • Cash flow improvement projects


Business Start-ups

  • Help with business plan development
  • Financial forecasting model

 

 
 
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Norman Poole

President of Money Poole

After graduating from The Citadel in 1990, Norm worked in nearly every facet of manufacturing for South Carolina’s Milliken and Company. His career soon shifted into the business side, where he oversaw Milliken’s pricing, market analysis, product planning and product development.

With years of business experience under his belt, Norm then pursued an MBA from the University of South Carolina with a focus in international business. After obtaining series 7 (general securities license), series 66 (combined state securities license) and series 31 (managed futures) credentials, his career shifted into the finance arena.

Norm founded Money Poole in 2009, expanding into business consulting with a focus on budgeting, forecasting, cash flow, M&A, new ventures and product profitability for his clients; he also serves as a interim CEO for his clients’ small businesses.

Norm’s passion is building and growing relationships with colleagues and clients alike, allowing him to maximize the success of those who work with him.

 
 

 
 
We must all obey the great law of change. It is the most powerful law of nature.
— Edmund Burke
 
 

 
 
 

Let's Chat.

Use the form below to contact us regarding your financial enquiry. Please be as detailed as possible. Include your industry along with any specific requests. To help us best service your enquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment.

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