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Our financial advice team


Anthony Mancuso, Private Wealth Advisor serving the Batavia, NY area - Ameriprise Advisors

Anthony Mancuso

CFP®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Council Rock Wealth Advisory Group

An Ameriprise Private Wealth Advisor

33
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

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Estate Planning Strategies

Qualifications

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

Education

  • BS Accounting, Canisius College, 1978

Awards & recognition

  • Council Rock Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2023

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