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Our financial advice team


Anthony N Maneri, Private Wealth Advisor serving the Garden City, NY area - Ameriprise Advisors

Anthony N Maneri

CFP®, ChFC®, CLU®, APMA

Private Wealth Advisor

Davidson, Maneri & Associates
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Small Business
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Insurance
  • Investments
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • State University at Albany
  • BA Economics

Community participation

Financial Planning Association of LI- volunteer to provide probono planning to families in crisis

Interests

  • Anthony and his wife Dana have three children, Ava, Jake and Dylan.
  • When not in the office, Anthony can be found spending time with family, golfing or traveling to new destinations. He's also not afraid to get his hands dirty with home improvement projects.
  • Anthony also enjoys providing pro bono financial planning to families in crisis via the Financial Planning Association's volunteer programs.