Broker Check

PO BOX 9068
Erie, PA 16505

DePalma Investment Group Corporation

909-732-8753

 
Richard Hubert DePalma

Thank you for taking the time to visit my website. My name is Richard Hubert DePalma  I am originally from Erie, PA. I have over 26 years experience in helping people with their Financial and Tax Strategies.

I am a Chartered Financial Consultant (CHFC®) Chartered Retirement Planning Counselor. (CRPC®) Enrolled Agent (EA) I also hold a LUTCF designation, which entails extensive training in:

  • Meeting Clients Needs
  • Retirement Planning
  • Estate Planning
  • Income Taxation
  • Employee Benefits
  • Insurance & Investments
  • Code & Ethics

Besides classes listed above I also have had extensive company training and still continue to further educate myself for the benefit of my clients and family.

I also hold a life/health/annuity insurance license (#0C88948) and securities licenses. I am an Enrolled Agent which allows me to prepare tax returns and practice in tax matter before the Internal Revenue Service in all states.

Please feel free to explore my website and see the full range of financial strategies I offer and helpful links you can use. Feel Free to contact me at anytime with any questions you may have or to be of help to you. Remember the decisions we make and don’t make will affect our loved ones and us tomorrow!

I look forward to meeting and working with you in the future.