Team profile

Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

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Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Investments
  • Insurance

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
  • Citybration
  • Habitat for Humanity
  • The Boys & Girls Club of Buffalo
  • The Buffalo Philharmonic Orchestra
  • Upstate New York Transplant Services (UNYTS)
  • Leadership Buffalo
  • Hospice Buffalo
  • Food Bank of Western New York
  • Christian Central Academy