Palmieri & Shannahan Core Values
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We are a team. Each of us have skills vital to making our team work. We challenge each other, learn together and deliver exponentially greater services to our clients than we could ever do individually.
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We get it done…right. We work and we work hard to fulfill our promises to our clients and each other every day, always focused on doing the job right and doing the right thing.
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We make our clients’ lives better. Every interaction with our clients is an opportunity to build a relationship, show them we care and deliver on our promises to them.
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We seek knowledge and share it. We are committed to our profession and educating ourselves as individuals and as a team. Our knowledge is only as valuable as what we can share with each other and our clients.
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We care about our community. We are committed to a variety of causes that serve our communities and the lives of those we care about.
As Seen In Fortune, Entrepreneur, & Bloomberg Businessweek
In December 2020, Palmieri & Shannahan were featured in several Advent Media Group publications after giving an interview about their unique approach to financial planning and how they help their clients face financial challenges head-on. To read the full piece, click here.
Palmieri & Shannahan are published in The Baltimore Business Journal
In June 2019 Bruce & Gray spoke to the Baltimore Business Journal for a Table of Experts piece about planning strategies for small business owners. In the piece, entitled "Effective Strategies for Small Businesses," Bruce and Gray share wisdom about what challenges small business owners face and the strategies that they can use to successfully plan for the future of their business. To read the full BBJ piece, please click here.
Bruce Palmieri is published in Baltimore Magazine
In August 2016, Bruce Palmieri spoke to Baltimore Magazine about long-term care costs, and other challenges that people face in retirement. The piece is called "Finding Freedom," and tackles issues of savings, financial independence, housing costs, and a host of other concerns for retirees. To read the full Baltimore Magazine piece, please click here.