61 South Paramus Road, Suite 425
Paramus, NJ 07652
phone: 201.556.4570
toll free: 800.445.2448, x4570
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Maria C. Palmieri

Client Services Administrator, Retirement Services



Email Address


Maria Palmieri has been a member of our team since 2018. She works closely with the Operations team, processing new account paperwork, handling client account services, such as required minimum distributions (RMD), periodic distributions, and more. Maria has a great eye for detail and has been able to bring our team many valuable ideas from her past job experiences.