MONROE - The Bank of New Glarus and Sugar River Banks announced Joe Palombi as New LPL Financial Advisor.
Palombi's duties include helping individuals develop a plan to address their financial needs and seek their goals through retirement planning; 529/college savings plans; stocks, bonds, mutual funds, and annuities; investment portfolio analysis; IRAs - traditional and roth; and fee based investments.
Palombi's office is located at the at the Sugar River Bank in Monroe, 250 N 18th Ave. For more information, contact Palombi at 608-325-3025 or joe.palombi@lpl.com.
Palombi's duties include helping individuals develop a plan to address their financial needs and seek their goals through retirement planning; 529/college savings plans; stocks, bonds, mutual funds, and annuities; investment portfolio analysis; IRAs - traditional and roth; and fee based investments.
Palombi's office is located at the at the Sugar River Bank in Monroe, 250 N 18th Ave. For more information, contact Palombi at 608-325-3025 or joe.palombi@lpl.com.