Eric Palumbo Financial Advisor

585.721.9518 | eric.palumbo@lawleylifesolutions.com | Rochester, NY

As a financial advisor, Eric specializes in succession planning,
deferred compensation, buy/sell agreements, key person insurance, and estate planning.

Specialties

Succession Planning
Deferred Compensation
Buy/Sell Agreements
Key Person Insurance
Estate Planning

About:

With 15+ years of experience, Eric advises individuals and businesses on a variety of decisions aimed at mitigating risk and enhancing business value. He is dedicated to fostering long-term client relationships and delivering ongoing support through clear and transparent communication.

Accreditations:

Eric is a Certified Exit Planning Advisor (CEPA) and holds a NYS Life, Accident, & Health License as well as Series 6, 7, and 63 licenses.

Education:

Eric earned his bachelor’s degree from Springfield College.

Honors:

Eric’s exemplary performance has earned him invitations to the MassMutual Blue Chip Conferences and MassMutual Leaders Conferences, as well as qualification for the Million Dollar Round Table for more than a decade.

The Lawley Difference

Company News