team photo

From their office in Maryland, Bruce Palmieri and his team provide expert financial planning services to families and professionals while specializing in business planning throughout the United States.  The team's approach focuses on four core values:

  • HONESTY: our client's best interests always come first.

  • PROFESSIONALISM: our team is responsive and reliable.

  • KNOWLEDGE: we have over 40+ years of combined experience and proven success.

  • KINDNESS: financial planning can be confusing; we are here to educate and help.

Bruce L. Palmieri, CFP®, ChFC®, CLU®

Wealth Management Advisor

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck