Phone: 412-369-7170
Fax: 412-369-7270
joann@palmieriandassociates.com
Taxes
Retirement Planning
Wealth Transfer

About Us

JoAnn Palmieri,
LUTCF, CSA, CLTC
"We want you to attain your financial security as if it were our own."

JoAnn Palmieri is the Founder and President of Palmieri & Associates in Pittsburgh. JoAnn’s affinity for insurance and financial matters began more than 20 years ago when she founded the company. JoAnn is a lifelong resident of the Pittsburgh area and has established herself as a pillar in the community by helping people set clear and defined goals that preserve principal and provide income.

JoAnn has provided highly personal advice to clients helping them to identify tax savings through various safe financial products and utilizing the various tax strategies available to seniors to protect their assets. In addition, JoAnn has helped many clients eliminate the financial threat of long-term care.

JoAnn’s dedication to her customers and the community were recognized when she received the 2005 Athena Award given by the Northern Allegheny County Chamber of Commerce. This award is recognized internationally as the premier honor for excellence in leadership among business, professional and community leaders.

HOW WE WORK

We work with you on a one-to-one basis. We evaluate where you are today and where you want to be tomorrow.

We constantly study new products in the insurance industry and review those we currently employ. On that premise we will diligently research and ultimately recommend the most suitable course of action based solely upon your individual situation.

For instance, we realize that it is important to you to ensure that your “Golden Years” are indeed golden. We have and utilize the knowledge to help you comfortably plan your retirement. When we discuss estate planning with you, we listen to any and all concerns you may have about anticipated problems in order to avoid any burden on your loved ones. Our legal associates work closely with us to ensure the foundation of your legacy.