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
Kelly Bourque

Kelly Bourque

Administrative Assistant

Carmen Tonellato

Carmen Tonellato

Investment Manager,

Financial Planning Analyst