Palumbo, Meghan B

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Meghan specializes in helping individuals and families thrive over the long term, providing customized investment and insurance solutions to augment their wealth planning needs. She believes in taking a holistic approach when working with her clients, looking at all facets of their financial lives and goals and helping them evaluate what is most important. Her clients appreciate her ability to provide objective guidance in a consistent and thoughtful way, uncovering opportunities while aiming to overcome challenges.