Palm Financial Group LLC

Palm Financial Group LLC is a Winner of the 2016 Global Sustainable Development Award and Accredited as a Global 500 Sustainable Development Agencies of the year 2016 in appreciation of its contribution towards social-economic development of the world and its contribution towards attainment of United Nations Sustainable Development Goals. Recognised for its commitment to attain Sustainable Peace and development through provision of high quality health research and Innovation .Awarded and Accredited by Public Opinions International (Uganda-East Africa).

Public Opinions International is a Partner and Member of International Organisation for Educational Development (IOED) and International Police Commission which is is duly registered as an international Non-Profit, Non-Secretarial, Peacekeeping and SocialDevelopment Paramilitary Organization based in the State of California, United States of America with extension commands in member nations of the U.N.The International Police Commission has also been given the Consultative Status from the UN ECOSOC and it is also a Member of the United Nations Office of the Drugs and Crimes “UNODC.

Palm Financial Group LLC provides strategies to help men and women practical, sound solutions for better living through comprehensive life, financial, and investment planning services. Our goal is to provide personal investment advice for your unique financial circumstances designed to meet and exceed your current objectives,   now and into the future.

The Mission is to Help Clients find peace, contentment and fulfillment in their financial lives by helping them discover and achieve their financial goals and purpose.

We Specialize in financial planning for the future by using investments that are appropriate for the individual client and for the current economic times such as managed accounts, brokerage accounts, annuities and insurance products.

We have been working with individuals and businesses across the United States for over 20 years.

We have extensive personal and professional experience and are  financial advisors licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward your financial future.

We’re looking forward to using our experience to help you pursue your financial goals.

We at Palm Financial Group LLC wish to seize opportunities to be proactive and innovative with our clients in order that they might find their finanical purpose.

We also recognize that the need for our future generations to have a proper and solid guidance regarding financial matters is extremely important. Therefore, it is also part of our vision to help our clients teach their children prudent financial management. In addition, we will work with young advisors within our industry to continue to serve our clients with integrity through generations to come.

Our Professionals at Palm Financial Group LLC provide a highly personalized financial planning and money management service for individuals and businesses. By specializing in investment management, retirement and estate analysis, our clients are informed and empowered to make responsible choices regarding their financial destiny.

Palm Financial Group LLC becomes a colleague in our client’s financial lives, a resource for honest, accurate financial information, providing a clear, concise implementation process-encouraging effective communication and plan completion.

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