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VerifiedFinancial Services· Founded 1998

Palma Financial Services, Inc

Palma Financial Services, Inc provides creative, pro-active, financial strategies and life coaching to individual clients, corporations, and small businesses around Dublin, CA, and Alameda County. Our annual fixed fee packages are full service, year-round, tax, accounting, and financial planning.

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HeadquartersDublin, United StatesEmployees13(1 to 10)Annual revenue<$1MFounded year1998Websitempalma.comLinkedIn profileLinkedIn

Verified contacts

15

available on Kipplo

LinkedIn employees

13

1 to 10 range

Open roles

—

no listings

Distinct roles

14

indexed titles

Tech stack

1

tools in use

Monthly traffic

22

organic / mo

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15 contacts with verified email or phone · masked until revealed.

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Top roles at Palma Financial Services, Inc

14 distinct titles indexed · top 10 shown.

  • 2assistant
  • 1accountant
  • 1adjunto del servicio de atención al cliente
  • 1automation specialist
  • 1chief operating officer
  • 1financial advisor
  • 1marketing and networking
  • 1office manager
  • 1quickbooks online expert
  • 1receptionist
  • +4more titles

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