Judy Palumbo

Judy brings over 25 years of related experience to the firm including investment counseling and a legal practice that specialized in estate planning, estate administration and elder law issues. Judy utilizes that unique blend of financial and legal expertise when assisting clients in keeping all aspects of their family finances strong and healthy. She looks forward to long working relationships with clients and their extended families, providing them with attention to detail and exceptional service for years to come.

CREDENTIALS

  • John Marshall College of Law-Cleveland State University, J.D.
  • SUNY Old Westbury, B.S. Finance
  • Corning Community College, A.S. Business Administration
  • New York State Bar Admission
  • CERTIFIED FINANCIAL PLANNER ™

BACKGROUND

Judy’s impressive background and experience gives her tremendous insight and ability to prepare clients by planning for life’s twists and turns. Critical to that process are two basic steps: 1) manage basic family needs such as insurances, taxes, college and retirement goals and 2) to develop an estate plan that is truly customized to a family’s particular circumstances, wishes and needs to provide for well planned legacies. Judy lives in Corning with her husband, Jerry, and two children. In their free time they enjoy traveling and outdoor activities, taking advantage of the beautiful lakes, rivers and trails in the area.

AREAS OF EXPERTISE

  • Estate Planning
  • Financial Planning
  • Survivorship Analysis
  • Trust, Estate & Gift Taxation
  • Charitable Gift Planning
Judith A. Palumbo, CFP®, 
Account Executive