In his many years of experience, Kevin Palmieri has guided his clients through times of great economic volatility, as he knows that a sound plan can help you pursue your goals. His mantra is Evaluate, Educate, Motivate: evaluate his clients’ financial situation and
objectives, educate them about their opportunities and options and motivate them to take action.
Kevin specializes in retirement and legacy planning, education funding and business owner planning. He takes a conservative approach in order to help them work toward realistic goals while providing clear direction and honest answers. He enjoys working with people who are open to new ideas and looking for guidance from an experienced financial advisor. What sets him apart as an advisor is his ability to design and execute, a financial game plan which strikes an appropriate balance between risk and returns while incorporating
strategies that seek to help protect clients’ assets.
A graduate of Syracuse University with a Bachelor of Science in Finance, Kevin has provided personal and business financial planning services to clients in Connecticut since 1991. A Registered Representative with LPL Financial, Kevin is also a member of Integrated
Financial Partners (IFP), whose mission is to help improve your income and significantly impact your quality of life through the coordination of your financial affairs. IFP believes that it’s not only their responsibility to help you make the most of your income and assets, but also to help you make the most of your life.
In addition to his business practice, Kevin is actively involved in community activities and athletics. He resides in Southington with his wife, Gina, and daughter, Adriana.
For a printable version of my bio click here: Kevin Palmieri