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 and estate 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 15 years experience in the insurance & financial services industry.