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 almost 40 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 has been retained by and consults with many major construction firms in the New York area. According to Craig’s philosophy, the most important aspect of planning is periodic reviews, to ensure current plans continue to meet his clients’ expectations and goals.
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
· 401K & Pension Planning
I am licensed to sell Insurance Products in the following jurisdictions:
CT, FL, NJ, NY, NC, OH
I am licensed to sell Securities Products in the following jurisdictions:
CT, NY, NJ, FL
CRN202808-9192147