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Palmieri Financial Group

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Buffalo
CRD Number
Website palmierifinancialgrp.com
Client types

Overview

Palmieri Financial Group is a U.S.-based financial advisory and wealth management firm headquartered in Warren, Pennsylvania, focused on delivering retirement planning, investment advisory, and holistic financial planning services to individuals and families. The firm emphasizes a client-centric, goals-based approach, using a structured financial planning process to assess client objectives and develop tailored strategies aligned with risk tolerance, time horizon, and long-term financial needs. Its services span retirement income planning, investment strategy development, estate considerations, and tax-aware financial planning, with an emphasis on building long-term advisory relationships.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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