Palma Financial Services, Inc.
Since 1998, Palma Financial Services, Inc. has helped countless families and businesses get their finances on track with a wide variety of investment and management strategies. Our team of specialists work directly with you to develop:
- Cost Savings
- Tax Minimization
- Investment Management
- Wealth Management Plans
- Financial Planning
- Life Insurance Solutions
Whether you’re a single parent in San Jose trying to put a child through college, a home owner in Dublin with too much tax liability, or a business owner in Tracy who needs to fund a pension plan, our expertise will help you navigate a course to financial success. Call now or visit us at our office in Dublin for a consultation.
Become a CTEC Registered Tax Preparer (CRTP) and discover the benefits of starting your own tax business. Learn more about our classes here.
Download Palma Financial Services’ White paper: 89 Schools that Meet 100% of Financial Needs for students and parents!
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