Attain your financial security as if it were our own.
At Palmieri & Associates, our mission is to service our clients' needs professionally and confidentially, adhering to the highest professional standards of conduct in guiding our clients. We strive to protect insurable obligations and attain financial security for our clients, as if it were our own.
Our Founder
JoAnn Palmieri, LUTCF, CSA, CLTC is the Founder and President of Palmieri & Associates in Pittsburgh. With over 20 years of experience in the insurance and financial industry, JoAnn has established herself as a pillar in the community, helping people set clear and defined goals that preserve principal and provide income. Her dedication to her customers and the community has been recognized with the 2005 Athena Award given by the Northern Allegheny County Chamber of Commerce.
How We Work
We work with our clients on a one-to-one basis, evaluating their current situation and where they want to be tomorrow. We constantly study new products in the insurance industry and review those we currently employ to diligently research and recommend the most suitable course of action based solely upon our clients' individual situations.
Our Services
We offer a range of services designed to help our clients achieve their financial goals, including:
- Tax Preparation: Our team can help reduce or defer tax liability, taking the worry out of filing income tax returns.
- Daily Money Management: Our Daily Money Management (DMM) programs provide personal financial assistance to seniors, individuals with critical illness, disabilities, and the busy entrepreneur.
- Life Insurance: We help our clients determine if they are properly protected in the event of unexpected events, ensuring their loved ones are secure.
- Annuities: Our team helps clients create guaranteed lifetime income to supplement Social Security benefits, facilitating their needs in retirement.
- Estate Planning: We evaluate our clients' exposure to Estate Taxation and provide options to help create a tax-efficient strategy.
- Long-Term Care: We help our clients analyze their situation and show them options to help protect them from the financial threat of long-term care.
Our Promise
At Palmieri & Associates, we are committed to helping our clients achieve their financial goals, providing personalized advice and guidance every step of the way. We want our clients to attain financial security as if it were our own.
Professionalism and Expertise
Many clients praised JoAnn Palmieri for her professionalism, expertise, and personalized approach to tax preparation and financial planning. Reviewers praised her for being knowledgeable, trustworthy, and honest, with one reviewer stating that she "gears her approach on each individual's situation, not one size fits all."
Personalized Service
Several reviewers appreciated the personalized service they received from JoAnn and her team. They noted that she takes the time to understand their unique financial situations and provides tailored advice and guidance.
Communication and Responsiveness
Many clients appreciated JoAnn's clear and concise communication style, with one reviewer stating that she is "prompt, factual, and highly qualified in her field." Reviewers also praised her responsiveness, with one reviewer noting that she "took me in that same day" when they called with a last-minute tax filing request.
Exceptional Service and Recommendations
The majority of reviewers highly recommended JoAnn Palmieri and Palmieri & Associates, Inc. to others, with some stating that they would not trust anyone else with their taxes and financial planning.
Negatives
One reviewer had a negative experience, citing issues with billing, communication, and the filing of their taxes.
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