David Palermo

Private Wealth Advisor at Endeavor Wealth Advisory Group - Rochester, NY, US

David Palermo's Colleagues at Endeavor Wealth Advisory Group
Nathan Wegman

Private Wealth Advisor

Contact Nathan Wegman

John Moose

private wealth advisor, founder

Contact John Moose

Kimberly Horeth

Executive Assistant/Paraplanner

Contact Kimberly Horeth

David Palermo's Contact Details
HQ
585-272-0088
Location
Rochester, New York Area
Company
Endeavor Wealth Advisory Group
David Palermo's Company Details
Endeavor Wealth Advisory Group logo, Endeavor Wealth Advisory Group contact details

Endeavor Wealth Advisory Group

Rochester, NY, US • 5 - 9 Employees
Financial Services

We Help. We Care.Today's economic environment presents many challenges. We understand these challenges bring questions and often fear. But along with these challenges come opportunities and potential rewards for those want to be proactive as opposed to reactive. Our compassion for our clients' needs and success is coupled with our desire to make a positive impact on everyone we come in contact with.Whether you're facing retirement—or suddenly found yourself in another life/financial transition such as divorce or loss of a spouse—we can help you address your most pressing money questions and anxieties in a comfortable setting and in layman's terms.Our first priority is your overall financial success and its attainment through the development of a positive impactful relationship. We want to learn more about your personal situation, identify your dreams and goals, and understand what keeps you awake at night. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation for success.Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have. We'll get back to you quickly with a thoughtful answer.Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Endeavor Wealth Advisory Group, 2024 W. Henrietta Rd. Bldg 3E, Rochester, NY, 14612, 585-272-0088. This communication is strictly intended for individuals residing in the states of NY, PA, MI, KS, FL, NC, CA, GA, IN, MA, MD, NH, OH, PA, VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html

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Details about Endeavor Wealth Advisory Group
Frequently Asked Questions about David Palermo
David Palermo currently works for Endeavor Wealth Advisory Group.
David Palermo's role at Endeavor Wealth Advisory Group is Private Wealth Advisor.
David Palermo's email address is ***@endeavor-wealth.com. To view David Palermo's full email address, please signup to ConnectPlex.
David Palermo works in the Financial Services industry.
David Palermo's colleagues at Endeavor Wealth Advisory Group are Nathan Wegman, John Moose, Kimberly Horeth and others.
David Palermo's phone number is 585-272-0088
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