Value Proposition

From their office in Maryland, Palmieri & Shannahan provide expert financial planning services to families and professionals while specializing in business planning throughout the United States. The team's approach focuses on four core values:

  • HONESTY: our client's best interests always come first.
  • PROFESSIONALISM: our team is responsive and reliable.
  • KNOWLEDGE: we have over 40+ years of combined experience and proven success.
  • KINDNESS: financial planning can be confusing; we are here to educate and help.

Northwestern Mutual Planning Horizon
Copyright 2018 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.
Fee-based planning services are offered by Bruce Palmieri.