Jo Ann Parisi

Services Offered

• Investment planning
• Insurance strategies
• Holistic financial planning

About

Jo Ann Parisi is a financial consultant based in New York, New York, affiliated with Oppenheimer. She specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Jo Ann employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. Her practice primarily serves high net worth individuals, families, corporate executives, and businesses, focusing on asset growth and protection.

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