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 StatementOur Commitment to You
We’ll make financial and investment recommendations with your best interest at heart.
Our Commitment to YouLearn About Me

John Palmer, CFP®, CIMA®
Registered Principal
Email Address
jcpalmer@wfafinet.comPhone Number
(631) 439-5999Certificates
CFP®, CIMA®
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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.