Polimeni Tax & Financial Group, LLC

Polimeni Tax & Financial Group, LLC We protect families by offering our professional guidance in preparing for the unexpected of their f

Our firm's top priority is putting our client's finances first! As a full-service insurance agency, we at Polimeni Financial Group understand that today's financial market can be difficult to understand and navigate. Our trained advisors are prepared to educate our clients by collaborating one-on-one to produce a customized financial plan that safeguards their family's assets in preparation for the future.

Join us for our upcoming FREE Client Engagement Webinar on August 19, 2022 at 12pm EST!!!-Join Chief Investment Officer,...
08/04/2022

Join us for our upcoming FREE Client Engagement Webinar on August 19, 2022 at 12pm EST!!!
-
Join Chief Investment Officer, Bryant Stone & Rick East, President and Chief Compliance Officer at Redhawk Wealth Advisors, Inc. to learn about the importance of risk management of your portfolio during these volatile times in the market.
-
Register via the link below to attend!
https://attendee.gotowebinar.com/register/7756400749099490315

There's still time to register to join us on May 20, 2022 for our upcoming FREE Client Engagement Webinar!!!-Join CEO of...
05/19/2022

There's still time to register to join us on May 20, 2022 for our upcoming FREE Client Engagement Webinar!!!
-
Join CEO of Polimeni Tax & Financial Group, Ryan Polimeni, to learn about the Secure Act 2.0, new rules for Tax Planning & Estate Planning, and how they can affect your retirement.
-
Register via the link below to attend!
https://register.gotowebinar.com/register/5188561709426787597

Join us this Friday, May 20, 2022, for our upcoming FREE Client Engagement Webinar!!!-Join CEO of Polimeni Tax & Financi...
05/17/2022

Join us this Friday, May 20, 2022, for our upcoming FREE Client Engagement Webinar!!!
-
Join CEO of Polimeni Tax & Financial Group, Ryan Polimeni, to learn about the Secure Act 2.0, new rules for Tax Planning & Estate Planning, and how they can affect your retirement.
-
Register via the link below to attend!
https://register.gotowebinar.com/register/5188561709426787597

Mark your calendars for Friday, May 20, 2022! Join us for our upcoming FREE Client Engagement Webinar!!!-Join CEO of Pol...
05/13/2022

Mark your calendars for Friday, May 20, 2022! Join us for our upcoming FREE Client Engagement Webinar!!!
-
Join CEO of Polimeni Tax & Financial Group, Ryan Polimeni, to learn about the Secure Act 2.0, new rules for Tax Planning & Estate Planning, and how they can affect your retirement.
-
Register via the link below to attend!
https://register.gotowebinar.com/register/5188561709426787597

04/27/2022

We here at Polimeni Tax & Financial Group would like to wish our CEO Ryan Polimeni Ryan Polimeni a very happy birthday! May today be as great to you as you are to us! Enjoy your day!

Tomorrow is the day! Come join us for our FREE Client Engagement Webinar!!!-Join Director of Client Management, Candace ...
03/31/2022

Tomorrow is the day! Come join us for our FREE Client Engagement Webinar!!!
-
Join Director of Client Management, Candace Mastropolo and Chief Investment Officer, Bryant Stone, to learn about our newest client service offered, Estate Planning with Legacy Lock.
We will cover the basics of estate planning, the service cost for our clients, and offer a 30-day free trial
-
Register via the link below to attend!
https://register.gotowebinar.com/regi.../5202501316824423183

Address

3733 National Drive Suite 123
Raleigh, NC
27612

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Polimeni Tax & Financial Group, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category