Palmieri & Shannahan Core Values
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Trusted Relationships – Our most important objective is to establish and maintain our client’s trust. We have a great responsibility to help our clients achieve their goals and vision for their families and businesses.
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Valued Advice and Counsel – We take immense pride in recognizing the importance of our role in our clients' lives. Our team’s knowledge, experience, and education offer clarity to our clients, while our empathy and caring provide the support needed to accomplish their goals.
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Operational Excellence – Our client’s financial security is only as strong as the team that supports them. Teamwork and culture are important to us because they create an environment where we are energized and excited to collaborate and deliver exceptional results for our clients.
Award
Bruce Palmieri has been recognized as a Best-in-State Top Financial Security Professional by Forbes (2024). Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would have not been possible without you.
Forbes Best-in-State Top Financial Security Professionals list (July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
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.