Palfini Financial

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Palfini Financial Your local, three-generation, family office offering investment, retirement and financial planning services to the North State for over 30 years. Securities and Advisory Services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Insurance services provided by Palfini Financial not affiliated with SagePoint Financial, Inc. Investments in securities involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice.