Dana Palma, Financial Advisor located in Egg Harbor Township, NJ

Financial Advisor
Dana C Palma

CEPA®, AAMS®
3137 Fire Road, Egg Harbor Township, NJ 08234opens in a new window
Accepting New Clients
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Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Women Investors
  • Divorce Finances
  • LGBTQ+ Finances
  • Healthcare Professionals

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Art & Theater
  • Community Outreach
  • Cycling
  • Photography
  • Personal Fitness

Team Members

  • Camille Averso
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(609) 677-8943

Fax

(877) 335-9602

Office Address

3137 Fire Road
Egg Harbor Township, NJ 08234opens in a new window

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