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Our financial advice team


Anthony Essis Ameriprise Financial Advisor

Anthony Essis

CFP®, CFS®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Mettle Financial Group
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 12 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Insurance
  • Charitable Giving
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Saving for Education
  • Family Finances

Interests

  • My core values are Family, Integrity, Health, Wealth and Excellence.
  • Lifelong resident of Central Pennsylvania and have lived in Lancaster since 2007. I enjoy being involved in the community.
  • My greatest blessings are my wife Kristie and two children, Anthony Jr. and Allegra. I enjoy spending time and travelling with them as much as possible.
  • Coaching my son's basketball and baseball teams.
  • My activities include all types of fitness, especially skiing.
  • I also enjoy many outdoor activities, including golf.

Community participation

Rotary International; Rotary Club of Lancaster Member: January 2014-2019

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CFS® Certified Fund Specialist

Education

  • Villanova University, B.S. Business Administration; Finance, 1998
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