Craig Paloscio’s mission is to provide wealth management advice to clients in the most objective, competent, and effective manner possible. With the help of a team of professionals, he is dedicated to excellence and committed to exceeding his client’s expectations.
Craig graduated from St. John the Baptist High School in 1980 and continued his education at Salem University and Farmingdale College from 1980 until 1984. He began his financial services career at CFM Associates as a wealth manager from 1986 to 2010. In 2010, he joined the Center for Wealth Preservation (CWP).
With over 30 years of experience, Craig strives to be professional, and objective and is extremely attentive to detail. He is a valuable member of the CWP Financial Team and provides services in pensions, estate, investment, and insurance planning. He also consults with many major construction firms in the New York area. By understanding his client’s financial goals and objectives, he analyzes their current planning and recommends any adjustments or additional services needed to help his clients meet their objectives as effectively as possible. According to Craig’s philosophy, the most important aspect of planning is periodic reviews, to ensure current plans continue to meet his clients’ expectations.
Some of the most common services that he provides to clients are:
-Estate & Asset Protection Strategies
-Business Succession Planning
-Life and Disability Insurance Planning
-Investment Management
-Key Employee Retention Plans
-Employee Benefits
I am licensed to sell Insurance Products in the following jurisdictions:
CT, FL, NY, NJ, TN
I am licensed to sell Securities Products in the following jurisdictions:
NY, NJ, FL, VA
CRN202508-2792476