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. Lisa most recently worked for State Farm Insurance as an Administrative Assistant and has over 9 years experience in the insurance & financial services industry.