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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

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Profile Information

Financial Advisor

Whitaker Myers Wealth Managers Ltd

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Wooster

Ohio

United States

Jan 10, 2025

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