Anthony J. Orlando, Inc.

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. 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.

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.

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.