We want you to attain your financial security as if it were our own.
Our Story
At Palmieri & Associates, we understand that the path to achieving financial security is a personal one. That's why our founder, JoAnn Palmieri, has dedicated over two decades to helping individuals and families in the Pittsburgh area establish clear and defined financial goals. With a lifelong commitment to her community, JoAnn has earned recognition as a pillar of responsibility, trust, and leadership.
Our Mission
Our mission is to serve our clients with professionalism and confidentiality, adhering to the highest standards of conduct. We strive to protect insurable obligations and empower individuals to attain financial security, just as if it were our own. We value the personal touch, working one-on-one with each client to understand their unique situation and goals.
Services
We offer a comprehensive range of services designed to address your financial needs and concerns. From tax preparation to estate planning, daily money management, and long-term care, our experienced team is dedicated to providing personalized guidance and support.
- Tax Preparation: We help you reduce or defer your tax liability, ensuring you take advantage of available opportunities while minimizing financial burdens.
- Daily Money Management: Our daily money management programs provide personal financial assistance to seniors, individuals with critical illness or disabilities, and busy entrepreneurs, helping you manage your daily financial responsibilities with ease.
- Life Insurance: We analyze your specific situation to determine if you are properly protected, ensuring your loved ones will be financially secured in the event of your absence.
- Annuities: Our annuity solutions create guaranteed lifetime income to supplement Social Security benefits, helping you maintain a comfortable lifestyle in retirement.
- Estate Planning: We evaluate your exposure to Estate Taxation and provide options to create a tax-efficient strategy, ensuring your estate is protected and distributed according to your wishes.
- Long-Term Care: We help you consider the impact of long-term care on your loved ones and explore options to protect your financial security.
How We Work
At Palmieri & Associates, we believe in working closely with each client to develop a personalized plan tailored to their unique situation. We constantly study new products and services in the insurance industry, researching and recommending the most appropriate solutions for your individual needs.
Contact Us
If you're ready to take control of your financial security and achieve your goals, we invite you to contact us at 412-369-7170 or via email at joann@palmieriandassociates.com.
Overview
The reviews for JoAnn Palmieri and Palmieri & Associates, Inc. are overwhelmingly positive, with every reviewer giving the company 5 stars. The reviewers praise JoAnn's professionalism, knowledge, and dedication to her clients.
Experience and Expertise
Many reviewers have been working with JoAnn for years, appreciating her expertise in tax preparation, financial planning, and investments. They praise her ability to tailor her approach to each client's unique situation and provide personalized advice.
Personal Touch
Several reviewers mention JoAnn's friendly and approachable demeanor, making them feel comfortable and valued as clients. They appreciate her willingness to take the time to explain complex financial concepts and provide guidance.
Negatives
However, one reviewer, Eric Morrison, had a negative experience with Palmieri & Associates, Inc. He felt that he was overcharged and that the company failed to file his taxes on time. He was also unhappy with the additional services and fees he was charged.
