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Mark Paller, CPA/PFS, CFP

About Paller Financial Services, Inc.
Mark R. Paller, CPA/PFS, CFP started his career as a CPA in 1984.  In 1992 he established his own practice.  

As his clients requested more help with their personal financial affairs he became a Certified Financial Planner and in 1997 added financial planning and investment management services. 

Mark is a member of the Financial Planning Association, Colorado Society of Certified Public Accountants, American Institute of Certified Public Accountants, Centennial Rotary and South Suburban Toastmasters.

He and his wife have two adult daughters.  As a family they enjoy gardening and many outdoor activities.  They are especially enthusiastic about stand-up paddle boarding and hiking the Colorado mountains.

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Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of CO. No offers may be made or accepted from any resident outside the specific states referenced.
 


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