Our Firm

I entered the financial services industry in 1994 with Metlife Financial, focusing on life and health insurance. After two years in the business I decided I wanted to offer my clients a broader array of services including money management, securities, and retirement planning as well as insurance products, so in 1996 I established Pallone Financial Services, Inc. Lisa Ingram is my Executive Assistant and has been with the firm since October of 2000 and has over 25 years experience in the financial services industry.