Anthony J. Orlando, Inc.
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.
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.
Harness our firm's resources and intellectual capital to help create a financial strategy that can solidify tomorrow by planning today.
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.
For over 25 years we have delivered services and solutions to address the complexities of your firm's employee benefit needs.
"An investment in knowledge pays the best interest."
- Benjamin Franklin
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.
Our team works hand-in-hand with you, always acting in your best interest, with all your goals and dreams firmly in mind.
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.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
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.
Certified Financial Planner / Investment Advisor Representative