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

Advisor photo for Anthony Baldi

Anthony Baldi

CFP®

Private Wealth Advisor

Chief Executive Officer of Anthony Baldi & Associates
Learn more about Anthony Baldi Visit Anthony Baldi's website
Advisor photo for Brandon M Harrington

Brandon M Harrington

BFA, CRPC

Associate Financial Advisor

Behavioral Financial Advisor
Learn more about Brandon M Harrington Visit Brandon M Harrington's website
Advisor photo for William C Hoock

William C Hoock

CFP®, CLU®, CRPC, APMA

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about William C Hoock Visit William C Hoock's website
Advisor photo for John Baldi

John Baldi

MSFP, CFP®, BFA, APMA

Associate Financial Advisor

Behavioral Financial Advisor
Learn more about John Baldi Visit John Baldi's website


Our team

Sandra Kuzara

Sandra Kuzara

Client Service Manager,

Chief Operating Officer of Anthony Baldi & Associates
Thomas Jones

Thomas Jones

Paraplanner,

Chief Financial Officer of Anthony Baldi & Associates

Qualifications

  • APMA®
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Kelly Bourque

Kelly Bourque

Administrative Assistant

Carmen Tonellato

Carmen Tonellato

Financial Planning Assistant

Amber Masecchia

Amber Masecchia

Financial Planning Assistant