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Josh Palmer

Our Services
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to attain your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax Management
  • Investment Management
  • Retirement Strategies
  • Estate Conservation
  • Insurance and annuity products
Contact Us
Josh Palmer
607-846-4462
Josh@Swanmorss.com

Swan Morss Insurance
309 E. Water Street
Elmira, NY 14901
Josh Palmer
Financial Advisor

Josh is a financial advisor licensed in Life, Health and Disability and he also holds a Series 6 and 63 Securities Registrations. He is a graduate of Mansfield University, with a bachelor’s degree in Secondary Education.
Josh is the founder of the Josh Palmer Fund a local Non-Profit Organization for Cancer patients and their families.
He is a current Board Member of Family Services of Chemung County and the Glove House. He is a past board member of the Parent Resource Center of Corning. Prior to joining Swan & Sons-Morss Co. in 2005, Josh was a history teacher and coach in the Elmira City School District.
He has been the recipient of the following awards: National Leukemia Society (Ernie Davis Courage Award Recipient); American Cancer Society Volunteer of the Year; New York State Governors Award for Leadership & Community Involvement; New York State Athletic Directors Community Awareness Award and a Member of Elmira Southside Athletic Hall of Fame.
Josh is married with three children and they reside in Elmira.

 
 
 

Securities offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC
 Swan Morss Insurance and Cadaret, Grant & Co. Inc. are separate entities



This communication is strictly intended for individuals residing in the state(s) of AL, CA, CO, FL, ME, MD, MA, NY, NC, OR, PA, RI, VA and WV. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.