Services

Palmieri Financial Group specializes in helping individuals develop sound retirement strategies. Whether you are retired, approaching retirement,  or selling your business – please take the time to explore our website and the wealth of information available. Personalized hands-on service is what I offer.  I educate the clients about financial concepts and products, and seek to take the mystery out of investing, insurance, estate conservation, and preserving wealth.

I understand the many challenges of retirement or selling your business in today's world and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Medicare Planning

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

LPL Financial: Life in a Box

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

 john.palmieri@lpl.com |  (814) 230-9055