Your Neighborhood Resource For Money Matters
As a neighborhood resource for financial matters, we strive to provide you with the information and resources you need to make informed decisions about your money. Our team of professionals is dedicated to helping you navigate the complex world of finance, whether you're looking for advice on budgeting, saving, investing, or retirement planning. We understand the unique challenges that come with managing your finances, and we're here to help you every step of the way. Trust us to be your go-to source for all your tax and financial needs, and let us help you work toward your financial goals.
Everyone's financial goals are unique to their circumstances, needs, and aspirations. Some goals may include saving for retirement, paying off debt, minimizing taxes, starting a business, or simply protecting your wealth. Whatever your financial goals may be our team is here to help.
I want to know my family’s inheritance will be protected and continue to provide what we need.
I want to feel confident that I’m not overpaying taxes and getting the biggest return possible.
I need guidance on consolidating my employer 401(k) retirement plans and maximizing my savings.
I am growing my business and need a financial collaborator to help me implement tax and financial strategies.
Your financial needs and goals are as unique as the individual neighborhoods and cities that make up our local communities. As good stewards of the community, we strive to provide you and your family with the best tax-intelligent strategies and financial advice.
Meet our team and discover the people who make Rowhouse Financial Partners unique.
Joseph Palumbo CFP®, CPA
Financial Advisor, Partner
Client Services Manager
One Stop Shop
"I noticed with my relative’s experience with all this there were lots of tax consequences and none of the other firms could answer tax questions. It was going to be a nightmare to have to think about going to a CPA, and a lawyer, and a financial firm."*
"I don’t think there are many other places that someone would have gone out of their way for me like that. It’s about that personal touch - customer service."*
Come and stay a while. Let's create a plan that matches your goals and values.