Palma Financial Services, Inc. Since 1998, Palma Financial Services, Inc. has helped countless families and businesses get their finances on track with a wide variety of investment and management strategies. Our team of specialists works directly with you to develop: Cost Savings Tax Minimization Investment Management Wealth Management Plans Financial Planning Life Insurance Solutions Whether you’re a single parent in San Jose trying to put a child through college, a homeowner in Dublin with too much tax liability, or a business owner in San Jose who needs to fund a pension plan, our expertise will help you navigate a course to financial success. Call now or visit us at our office in Dublin for a consultation.