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Our firm offers to put together a thorough financial plan before any potential investment services begin, at no cost and no obligation to prospective Clients. Individuals tend to have different preferences when communicating a strategy for their financial and retirement planning. Bottom line… we want you to be comfortable and confident, so we can accommodate an in-person meeting, telephone call, or video conference. In addition, we can share our computer screens with you for easy online navigation when presenting your financial and retirement plan.

Palm Capital Management

23622 Calabasas Road, Suite 102
Calabasas, California 91302

Let's talk.