Verified recordFinancial Services

Mario Basilone

Co-founder and President at Palm Wealth Partners

Based in Boca Raton, United States

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Seniority

C-Team

Department

General Business & Management

Location

Boca Raton

Industry

Financial Services

Company size

6

Contact information

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Email

1 credit

m•••••••@palmwealthpartners.com

Phone

5 credits

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Background

About Mario Basilone

I provide a holistic and relationship-based planning process providing financial strategies for Florida Retirement System members, small business, young families and people transitioning from employment to retirement. I offer innovative strategies to retirement, investments, insurance, and estate planning. My goal is to build long lasting quality relationships that will assist people with all of their financial goals and needs. Advisory services offered through Eaton Financial Group, a registered investment adviser. Registration does not imply a certain level of skill or training. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted. 2) The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated. 3) Adviser believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated.

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