Tom Palumbo

Tom Palumbo Email and Phone Number

New York, NY, US
Tom Palumbo's Location
New York, New York, United States, United States
Tom Palumbo's Contact Details

Tom Palumbo personal email

n/a
About Tom Palumbo

The mission of 3 Dimensional Wealth Advisory, is to help create and preserve the values and valuables of families in perpetuity. 3 Dimensional Wealth Advisory is a "total wealth" management firm with a unique approach to financial planning. By redefining wealth in 3 dimensions, one must look beyond the traditional, 1 dimensional approaches to managing financial wealth, and incorporate one’s personal and social wealth. Our incorporation of values based planning will provide a practical path for preparing heirs to create, protect and preserve their own 3 dimensional wealth. Total wealth management services we offer include: asset management, employee benefits, fee-based financial planning, 401k, insurance, multi-generational family wealth counseling, retirement planning, tax planning, and trust services.3 Dimensional Wealth Advisory and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody SolutionsAdvisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions and Charles Schwab. Insurance Services offered through Vanderbilt Insurance and other agencies. Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100For additional information on services, disclosures, fees, and conflicts of interest, please visit:https://link.edgepilot.com/s/1b0b34a0/chkWzgpyE02t7cURgl8PPA?u=http://www.vanderbiltfg.com/disclosures

Tom Palumbo's Current Company Details
Diefendorf Capital Planning Associates

Diefendorf Capital Planning Associates

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Vice President
New York, NY, US
Tom Palumbo Work Experience Details
  • Diefendorf Capital Planning Associates
    Vice President
    Diefendorf Capital Planning Associates
    New York, Ny, Us

Tom Palumbo Skills

Investment Advisory Alternative Investments Wealth Management Investments Retirement Financial Planners Retirement Planning Asset Management Asset Allocation Employee Benefits Pensions Financial Services Mutual Funds Series 7 Equities Estate Planning Strategic Financial Planning Investment Management Risk Management 401k

Frequently Asked Questions about Tom Palumbo

What company does Tom Palumbo work for?

Tom Palumbo works for Diefendorf Capital Planning Associates

What is Tom Palumbo's role at the current company?

Tom Palumbo's current role is Vice President.

What is Tom Palumbo's email address?

Tom Palumbo's email address is to****@****tal.com

What is Tom Palumbo's direct phone number?

Tom Palumbo's direct phone number is +151675*****

What are some of Tom Palumbo's interests?

Tom Palumbo has interest in Children, Volunteering For Various Charities, Poverty Alleviation, Disaster And Humanitarian Relief, Impacting Mozambique Communities, Tennis, Golf, Philanthropy, Health.

What skills is Tom Palumbo known for?

Tom Palumbo has skills like Investment Advisory, Alternative Investments, Wealth Management, Investments, Retirement, Financial Planners, Retirement Planning, Asset Management, Asset Allocation, Employee Benefits, Pensions, Financial Services.

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