A real relationship Helping you pursue your life's goals
James Palumbo, CRPC®
First Vice President - Wealth Management
Chartered Retirement Planning Counselor (CRPC®)
Portfolio Manager
703-734-8496
1800 Tysons Blvd
5th Floor, Suite 550
Mclean, VA 22102
Our relationship forms the basis of all of our work together. I don't make decisions for you–I make them with you. I listen closely when you share your priorities and concerns. Our discussions help me provide guidance so that you can gain control, weigh your next steps and create the right course of action.
It all comes down to delivering advice that is relevant to your life and your financial success.
My perspectives
Insights