Our Qualifications

As a former CPA and currently a financial advisor, We have been working with individuals and businesses in the financial arena since 1970.

We have extensive personal and professional experience.

Anthony Badalamenti holds various professional designations, LPL Registered Representative and LPL Investment Adviser Representative. He is also a member of the International Association of Financial Consultants 

Our qualified representatives are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our experience and knowledge to help you pursue your financial goals.