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Anthony Baldi

An Ameriprise Platinum Financial Services® Practice
CFP®, SENIOR FINANCIAL ADVISOR
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(716) 626-3296
Williamsville, NY 14221

Contact Information


(716) 626-3296
17 Limestone Drive
Suite 9
Williamsville, NY 14221
www.ameripriseadvisors.com/anthony.j.baldi

My Philosophy

Our unique and collaborative Dream> Plan> Track® approach to financial planning starts with your dreams, not just the numbers. When we work together my first focus will be to learn more about your financial, personal and professional aspirations. I will take this information and leverage my financial management experience to present you with a customized plan. Building and then managing a financial plan is an ongoing, collaborative experience and I believe in regularly checking in with my clients to ensure we’re tracking progress against your plan and making adjustments if necessary.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Experience

Areas of Focus

  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Family Planning/Family Changes
  • Saving for Education
  • Asset Allocation
  • General Financial Planning

License Information

I am licensed and registered to conduct business in NY.

Based on licenses and registrations I hold, I may also conduct certain business in FL, GA, IL, MA, NC, NV, PA, TX, VA

My Location

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.