Palestra Financial 2701 N Rocky Point Drive # 530 Category: Financial Services |
Company representatives
Damon Palestra, Managing Director
About Palestra Financial
Accumulation Strategies, Preservation Strategies, & Distribution Strategies ... Investments, Insurance, & Wealth Management
We engage all areas of finance: Retirement Planning, Business Planning, Family Planning, Investments (stocks, bonds, mutual funds, ETFs, REITs, UITs, SMAs, UMAs, etc), Direct or Brokerage access, Insurance, College Planning, Estate Planning, Tax Planning. We specialize in simplifying the complex world of finances. From accumulation to preservation to distribution ... our lifecycle planning IS the "Financial Structure You Deserve(TM)".
~Damon Palestra (Founding Owner)
Products and Services
- Comprehensive Financial Planning
Employees
5 to 9
Years In Business
38
Rating
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