The Team

Anthony Baldi & Associates

Anthony Baldi & Associates believes in sustaining a dynamic workplace that is passionate about helping our clients achieve and maintain a confident retirement, and making a positive impact in our community.

Our Values:

· Faith

· Family

· Integrity

· Excellence

· Service

Our Advisors

Brandon M Harrington

Brandon M Harrington

Associate Financial Advisor

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Designations

BFA, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies

Education

Bachelor of Science, Business Management, Buffalo State College, Buffalo, NY

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William C Hoock

William C Hoock

Associate Financial Advisor

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Designations

CFP®, CLU®, CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution

Education

B.S. Business / Finance State University of New York Empire State College 2004, A.O.S. Marketing Management Bryant & Stratton College 1987, Cardinal O'Hara High School 1985

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John Benns

John Benns

Associate Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution

Education

B.S. in Finance, Oklahoma State University

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John Baldi

John Baldi

Associate Financial Advisor

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Designations

MSFP, BFA, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Investments

Education

Cabrini University, Bachelors in Finance, Kansas State University, Master's in Personal Financial Planning

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Our Staff

Sandy Kuzara

Sandy Kuzara

Client Service Manager

Chief Operating Officer
Thomas Jones

Thomas Jones

Paraplanner

Chief Financial Officer
Timothy Oshei

Timothy Oshei

Financial Planning Assistant

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Qualifications

  • CRPS®
  • APMA®
Rachel Bohn

Rachel Bohn

Client Service Coordinator