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, and wealth management plans that will help you overcome your unique challenges to meet your unique goals.
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 zero obligation consultation.