Palmieri Financial Group

The client—and only the client—is first of mind.

Palmieri Financial Group was established to bring a holistic planning approach to the areas we serve. Using the Financial Planning Process, we are able to ascertain our client’s financial goals and objectives then develop a plan to pursue those goals and objectives. We look to build lasting relationships with our clients and take pride in the accomplishment of the goals they have set.

Client Centered

Helping to take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

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It's Time to Think Differently About Your Money

Staying focused on market trends, so you don't have to.

Investment Management

Through an analysis of each client's risk and time horizon we can construct an allocation of investments designed to address specific objectives.

Financial Planning

Through a comprehensive evaluation of a client's current situation and the client's goals, we will design a plan best suited for the client's current and future situation.

Insurance Options

Through various insurance options we can help our clients protect that which is important to them. This includes Life Insurance, Long Term Care Insurance, and Disability Insurance.

Still Unsure? We Can Help

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