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portrait of Antonio M Palazzo
FINANCIAL ADVISOR

Antonio M Palazzo

CFP®, ChFC®
506 East Court Avenue, Jeffersonville, IN 47130opens in a new window
CallSend Me a Message

About Antonio

My name is Antonio Palazzo and I am a Financial Advisor, CFP® professional (CERTIFIED FINANCIAL PLANNER™), ChFC® professional (Chartered Financial Consultant®) and limited partner of the firm.

As graduate of both St. Xavier High School and Bellarmine University, I take great pride in serving our local community, and I can say I truly love my career.

My team and I are alongside our clients during the highest and lowest points of their lives. We've seen our clients through early retirements, multi-generational wealth planning, making the last mortgage payment and throwing out the empty coupon book, thousands of birthdays and wedding anniversaries,...

Focus Areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Insurance & Annuities
  • Wealth Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

Education

  • Bellarmine UniversityBachelors

Team Members

  • Sara Lamb
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(812) 282-0000

Fax

(888) 228-2832

Office Address

506 East Court Avenue
Jeffersonville, IN 47130opens in a new window

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