Joseph Palumbo

Owner, Certified Financial Plannertm Professional @Rowhouse Financial Partners

Baltimore, MD, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2003 — Present

Owner, Certified Financial Plannertm Professional @Rowhouse Financial Partners

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We are dedicated to providing truly comprehensive, tax-intelligent strategies for our clients. Our team offers a wide range of financial advice and tax services to help them achieve their holistic financial goals. We pride ourselves on providing clients with clarity on the products and services that best fit their unique situations and individual goals, while also being a financial firm where everybody knows your name. Our service offerings encompass financial planning, tax, investment, retirement, insurance, and estate planning

SKILLS

Mutual FundsSmall Business Retirement PlansPartnership TaxationIrasLife InsuranceStocksLong Term Care InsuranceBudgetReal EstateFixed AnnuitiesVariable AnnuitiesFinancial Analysis

ABOUT JOSEPH PALUMBO

Explorer. Kind. Fun-loving. And passionate about helping others succeed. I have…

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Joseph Palumbo — Owner, Certified Financial Plannertm Professional at Rowhouse Financial Partners in Baltimore, MD, US | Unifers