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

Anthony Baldi

Anthony Baldi

CFP®, CKA®

Private Wealth Advisor

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

Brandon M Harrington

BFA, CRPC®

Associate Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Brandon M Harrington Visit Brandon M Harrington's website
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
John Baldi

John Baldi

MSFP, CFP®, BFA, APMA®

Associate Financial Advisor

Learn more about John Baldi Visit John Baldi's website

Our team

Sandra Kuzara

Sandra Kuzara

Client Service Manager,

Chief Operating Officer
Thomas Jones

Thomas Jones

Paraplanner,

Chief Financial Officer

Qualifications

  • APMA®
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Timothy Oshei

Timothy Oshei

Financial Planning Assistant

Qualifications

  • CRPS®
  • APMA®
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