ABOUT US

Anthony Caruso

With over 20 years in the Financial industry, Anthony has been advising Individuals & Families beginning in New York and now active in his community in Florida, He specializes in designing roadmaps to financial success that are built on what is in the best interest of the client, plain & simple.

As a Baby Boomer himself, he has and continues to experience the same financial concerns his clients do! So, he walks the walk with you by building relationships, creating income streams & ongoing retirement solutions for a Lifetime thus, getting you what you want! His introductory meetings are typically 1 hr. as a getting to know each other to see if we are a fit.

  • Registered Invesment Advisor (RIA) Fiduciary - Life, Accident & Health License
  • Member/Volunteer – ( KID ) aka. Kids in Distress
  • Charity board member / #Thank You, First Responder - Helping those who run into danger without fear for their own well- being to protect the communities they serve.
  • Avid Golfer, over 50 Hockey Player, Fitness Vino &Pasta lover (typical New Yorker!)