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Anthony R Sergio Jr. ChFC®

Anthony R Sergio Jr. ChFC®

Financial Advisor

267-932-8292

asergio@sergiofinancialgroup.com

Anthony has been in the financial services industry for 11 years. He received his ChFC® designation from the American College of Financial Services in 2026. He works with his clients to create strategies with a goal to allow them to enjoy there retirement to the fullest potential. 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.