Building Wealth Through Sound Advice

To provide long term security for you and your family, you must have a blueprint for success. Anthony J. Orlando, Inc. can assist you by offering comprehensive solutions through a wide range of wealth management products and services.

Meet our Principal

Anthony J. Orlando, Inc. Wealth Management

Welcome to Anthony J. Orlando, Inc. Our mission is to assist our clientele in wealth management through prudent, comprehensive, professional advice. We specialize in investment portfolio management, retirement planning, insurance and estate planning, and employee benefits consulting. The firm`s clientele includes individuals, corporations, small businesses, estates, trusts, pension and profit sharing plans, and charitable organizations.

We encourage you to explore our site and learn more about the services we provide. From our site you can gather current quotes and news on your investments, maintain and update your portfolio, and send us correspondence. Thank you for your consideration of Anthony J. Orlando, Inc. and the opportunity to address your Wealth Management needs.

Wealth Management

Grounded in experience, driven by commitment, and built to serve. By providing an exceptional level of service, offering an extensive range of resources and drawing on our experience in all wealth management disciplines we can assist in preserving and growing your financial wealth. At Anthony J. Orlando, Inc., we specialize in tailoring our plans to fit your current situation as well as providing a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

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Retirement Planning

Harness our firm's resources and intellectual capital to help create a financial strategy that can solidify tomorrow by planning today.

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Insurance Services

A good defense is the best offence. Let Anthony J. Orlando, Inc. guide you in developing an insurance program focusing on proven consistent strategies to meet your unique financial planning objectives.

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Employee Benefits

For over 25 years we have delivered services and solutions to address the complexities of your firm's employee benefit needs.

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Our Areas of Expertise

Market Summary

Wealth Management

Whether you're starting a family or planning for retirement, funding a college education or addressing insurance and healthcare needs, you need a plan to manage your wealth. We will work with clients to provide a roadmap to the future, adapting to changing circumstances, and helping to achieve and protect their goals.

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Investment Management

Anthony J. Orlando, Inc. will develop a comprehensive investment strategy tailored to meet your goals, then assist in making informed choices with offerings from every market and asset class utilizing our expansive wealth management platform.

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Insurance and Estate Planning

Estate and Insurance Planning can help to preserve your assets, reduce taxes for your heirs, and unlock opportunities for future generations. We leverage specialists in insurance and trusts to help clients develop estate and wealth transfer plans customized to their needs to address the complex challenges of managing wealth.

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