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Anthony Sergio Jr.

Anthony Sergio Jr.

Financial Advisor

Anthony has been in the financial services industry for 8 years. He works with his clients to create strategies that are effective in increasing income streams in retirement. He guides families and individuals to the realization that they have the power to succeed financially. 

Anthony's approach to working with his clients is to start with a blank slate and open mind. This way, the client can see all the options objectively in order to find a tailored fit for their personal situation.

Anthony specializes in wealth management, retirement planning, business succession planning and protection. By assessing the clients goals he is able to develop a plan that best fits their situation.

In his spare time Anthony enjoys playing golf and basketball and is an avid Philadelphia sports fan.