Lu Paletta

Mission Statement

My mission is to make a positive impact in the lives of my clients and their families by providing highly individualized personal service that will help them achieve financial goals through an informed decision-making process.

Professional Services

Professional Qualifications

Personal Background

A second generation Financial Advisor, I grew up in Harrison Township, MI and now call West Michigan my home. I enjoy scrapbooking, live theatre, reading and am an avid autograph collector; always looking for a new signature for my collection.