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Industries Served
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    Financial Services

    Thomas J. Palm, PA - Baltimore AccountantTo help small business owners and families plan for the future and protect their assets, many of our clients come to us when they need a Baltimore, Maryland accounting firm that concentrates in the financial services industry. We truly understand your needs and are able to provide a wide variety of retirement savings and financial services for small businesses and individuals. As Registered Representatives and Investment Advisor Representatives, we pride ourselves on providing financial services designed around your individual needs.
    • Setting up of profit sharing and 401(k) plan documents
    • Evaluations of qualified retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
    • *Mutual funds and annuities
    • Health benefit plans
    • Business exit strategies
    • Executive compensation plans
    • Key employee retention plans
    • Welfare benefit plans
    • Insurance and asset protection
    • Succession planning and business continuation
    • Buy/sell agreements

    Call us today at 443-927-7180 and ask for Tom Sr. to schedule a mutually convenient appointment.

    *Thomas Palm is an investment adviser representative of and offers securities and investment advisory services through Multi-Financial Securities Corporation, member FINRA & SIPC.  Thomas J. Palm, PA is not affiliated with Multi-Financial Securities Corporation.

    * Advisory Disclosure:  Advisory Services may only be offered by Investment Adviser Representatives in connection with an appropriate Multi-Financial Securities Corporation advisory services agreement and Disclosure Brochure (Form ADV Part II), as provided.

    Multi-Financial Securities Corporation: 9528 Belair Road Baltimore, MD 21236