Broker Check

Team

 

Joseph Palumbo CFP ®, CPA

Partner

(410) 412-3321

(410) 761-1953

joe@palumbofinancial.com

Joe offers tax preparation and accounting services, as well as comprehensive investment planning through my affiliation with Avantax Investment ServicesSM. In addition to preparing and filing your tax return, I can help develop an...
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Kim Scaglione

Client Services Manager

(410) 412-3321

(410) 761-1953

kim@palumbofinancial.com

Kim is the Client Services Manager at the Baltimore office. She brings her extensive customer service experience to all her client interactions. Her energy and outgoing personality make her a true asset to our team.
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Matt Horton, CPA

Partner

(410) 412-3321

(410) 761-1953

matt@palumbofinancial.com

Matt started his tax career with Palumbo Financial & Tax Services in 2014 and became a licensed CPA in early 2018. He assists widely in the tax preparation and accounting services, including preparing financial statements and tax...
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Jeffrey Grodsky, CFP®, CDFA®

Senior Advisor

(410) 761-2664

(410) 761-1953

jeff@palumbofinancial.com

Jeff has been a financial advisor since 2007 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2014. He specializes in developing an actionable financial plan for high net worth families and small businesses. Jeff is...
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Lisa Siske

Administrative Assistant

(410) 761-2664

(410) 761-1953

lisa@palumbofinancial.com

Lisa is our Administrative Assistant in our Glen Burnie office. She brings many years of administrative experience along with a strong desire to continue learning about the financial industry. Through her perky personality and...
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