ANTHONY MARINO

I have been providing investment advisory and fixed income solutions to clients for over 31 years. My goal as a Financial Advisor is to help families formulate, understand and ultimately reach their financial goals through the process of comprehensive wealth management. As all families are unique, I believe that all plans and portfolios should be constructed and personalized on an individual basis without the use of “off the shelf “ or “ one size fits all “ portfolio models. To that end, I provide:

• Customized Private Client Portfolio Management
• Fixed Income Portfolio Construction and Management
• Comprehensive Retirement Analysis and Income Solutions
• Personalized Financial Planning Services
• Generational Wealth and Transfer Planning
• Estate and Trust Planning
• Alternative Investments
• 401(k) Plan implementation and servicing

In my personal time, my wife and I enjoy spending time with our two kids and vacationing as a family. I am also an avid NY Giants fan and I am passionate about playing guitar.