Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Christian Financial Strategies
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CKA® Certified Kingdom Advisor®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Science, Business, Medaille College, Buffalo, NY

Interests

  • Spending time with family
  • Buffalo Bills
  • New York Yankees
  • Charitable organizations within Western New York and beyond
  • Traveling

Community participation

Anthony Baldi & Associates is committed to giving back to our community. We support as many local non-profit organizations as we can both financially and by volunteering our time. We also have amazing clients who also give of their time and money in an incredibly generous way.

Some of the organizations we support include:

  • Buffalo City Mission
  • Habitat for Humanity
  • The Boys & Girls Club of Buffalo
  • The Buffalo Philharmonic Orchestra
  • Leadership Buffalo
  • Hospice Buffalo
  • Food Bank of Western New York
  • Christian Central Academy

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2005 - 2014
  • Ameriprise Hall of Fame Inductee, 2011
  • Ameriprise Circle of Success, 2006-2018
  • Forbes Best-in-State Wealth Advisors, 2019

Professional associations

  • Leadership Buffalo, Class Experience 2010
  • Kingdom Advisors
  • National Association of Insurance and Financial Advisors
  • Financial Planning Association
  • Million Dollar Round Table