About

I have the knowledge, training, and resources to help my clients succeed financially. My goal is to provide superior client service. I believe a long-term relationship is built on the trust earned through integrity, hard work and service.

Investment Philosophy Statement

Investment Philosophy Statement

Our Commitment to You

We’ll make financial and investment recommendations with your best interest at heart.

Our Commitment to You

Working with Us

We provide advice, guidance, and resources for your financial life.

Working with Us

Learn About Me

John Palmer, CFP®, CIMA®

Registered Principal

Email Address

jcpalmer@wfafinet.com

Phone Number

(631) 439-5999

Certificates

CFP®, CIMA®

Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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