We invite you to join us for the inaugural webinar of our 2025 monthly series.
We’re kicking off the year with an insightful financial planning session, and will continue to offer engaging and innovative topics each month throughout the year.
Kathleen Palumbo and Peter Charles Palumbo have been providing customized investment and estate planning strategies for their client’s families for over 25 years.
Throughout their careers they have assisted clients in building long-term portfolios to help address their life-long financial objectives.
With the addition of Elizabeth Ehlen, Registered Client Associate, they have created a dynamic team that delivers comprehensive financial advice and service.
Their family-focused investment practice is fully-customized to help clients through the four important phases of wealth management.
With an emphasis on Wealth Education, they understand that establishing a relationship of trust is the first requirement in a profession that requires not only knowledge, but also good judgment, transparency, and personal accountability. Acting in each client’s best interests is the foundation of their family-focused investment practice.
The Palumbo Group sincerely appreciates your allowing their family to help protect your family.
Deciding on a retirement plan for your business is a big step. Whether you’re a sole-proprietor, partnership, or corporation, Oppenheimer can guide you towards the most appropriate retirement plan design, administration service provider, and investment management program.
Deciding on a retirement plan for your business is a big step. Whether you’re a sole-proprietor, partnership, or corporation, Oppenheimer can guide you towards the most appropriate retirement plan design, administration service provider, and investment management program.
Retirement is one of the biggest life events you can plan for. We're here to help.
Retirement is one of the biggest life events you can plan for. We're here to help.
After years of working hard to build and maintain your wealth, it's time to consider what's next.
After years of working hard to build and maintain your wealth, it's time to consider what's next.
We know you have worked hard to grow your wealth. Take the right measures to help preserve it.
We know you have worked hard to grow your wealth. Take the right measures to help preserve it.
