Reviews for Palante Wealth Advisors
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Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: ClosedFriday: 9AM - 3PM
Saturday: ClosedSunday: Closed
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: ClosedFriday: 9AM - 3PM
Saturday: ClosedSunday: Closed
A little bit of history - we met Victor approximately 9 years ago. It all started with a promotional dinner in Flemington, NJ. It turns out that dinner was the catalyst for a long and wonderful relationship with Victor’s law firm and later his financial business. It is such a pleasure working with his firm. From time to time, there have been many situations where he has given us both legal and financial advice and guidance, and it worked perfectly. He has helped us with estate planning for both ourselves and our relatives. He is very patient and very thorough. He explains things in such a fashion that when you think about his explanations you feel confident in knowing what you should do. In addition, Victor has surrounded himself with wonderful people who are always willing to help shepherd you through whatever challenges you face. Victor and Julianna are always in front of changes that might affect you legally or financially, and they don’t hesitate to contact you to remedy whatever the situation is. We could go on and on talking about Victor and the positive aspects of his practice. One final statement – Anyone in need of great, thorough, accurate legal or financial advice and guidance should not hesitate for a moment to contact Victor’s law firm (Medina Law Group) or his financial firm (Palante Wealth Advisors). THEY ARE THE BEST!!!
Hi Palante Wealth Advisors family, I have a complete comfort level with your services that has served my family situation very well. When my husband and I first came to seek advice, we did not know what to expect, but soon learned that PWA had all the answers for our situation. To say that we were very pleased with the services and outcome is an understatement. Thank you for taking good care of us. We appreciated the warm and friendly atmosphere presented whenever we were in your office and by phone. I wish I could take the entire team with me when I relocate to Delaware! · Reply · 1m
Victor, Julianna, Lillian and the rest of the team take the time to understand the nuances of my family, our goals and our constraints to develop plans that fit us well. I'm quite happy with working with them and trust them to give me good advice on important financial life decisions.