Knowlege is the key to a successful financial future.
I pride myself on getting to know each client very well in order to understand their individual needs and what matters most to them.
I am committed to building long-term relationships helping clients reach their goals.
Drawing on my knowledge, experience and world-class tools, I help build financial freedom for my clients.
My personal goal is to serve as a lifetime resource for each and every client.
American College ChFC
NYU Brooklyn Polytechnic MS Management Science
NYU Brooklyn Polytechnic MSEE
Affiliations & Memberships
HIA-LI (Hauppauge Industrial Association)
LIASB (Long Island Association for Small Business)
Northport Tennis Club
Co-Chair Business Development Committee, HIA_LI
Board member and Treasurer, Northport Tennis Club
- Insurance Strategies
- Business Succession Planning
- Risk Management Strategies
- Retirement Income Planning
- Retirement Strategies
- Financial Education
- Group Benefits
- Estate Planning
- College Funding Strategies
- Investment Strategies
- Business Owners
- Financial Planning ®
Check the background of this investment professional on FINRA's BrokerCheckSee Anthony’s Licenses and Disclosures