CoverProfile

Joshua Paletta

Financial Advisor

Whitaker Myers Wealth Managers Ltd

United States, Ohio, Wooster

About Me

Joshua Paletta understands that helping clients with their financial and investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. As a Financial Advisor for Whitaker-Myers Wealth Managers, he puts his clients and their needs first. Offering a wide range of investment services, Joshua is committed to helping you achieve your financial goals. Specializing in a planning-based approach to your money, he works with clients to design investment portfolios to meet their individual needs. Additionally, Joshua works on a team of Dave Ramsey’s SmartVestor Pros, becau

View more

Profile Information

Financial Advisor

Whitaker Myers Wealth Managers Ltd

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Wooster

Ohio

United States

Jan 10, 2025

More profiles to browse

Profile Photo
Clay Reynolds
Associate Financial Advisor
Profile Photo
Andrew Young
Financial Planner
NA
Nick Allen
Financial Advisor, Smartvestor Pro and Registered Investment Advisor
LC
Lindsey Curry
Chief Financial Coaching Officer

You Might Like

JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
RD
Russ Degitz
Principal
Huntington University