Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all. Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation.
We strive to chart a course that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.
We strive to chart a course that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.
Services
Anthony P. Longobucco Associates is an independent, full service, wealth management company. We combine the client-focused service once found in the private banks and investment firms of an earlier age, with state-of-the-art theories of portfolio construction, risk management and diversification.
Currently advising on more than $75 million for a clientele comprised primarily of families, small businesses owners and their employees, Anthony P. Longobucco Associates has successfully counseled clients through the boom of bull markets and the gloom of bear markets.
Currently advising on more than $75 million for a clientele comprised primarily of families, small businesses owners and their employees, Anthony P. Longobucco Associates has successfully counseled clients through the boom of bull markets and the gloom of bear markets.
We focus on relationships, not products. Before presenting ideas, we listen, working with you to analyze your specific goals and investment challenges. Only after we identify your comprehensive financial needs do we implement our expertise, delivering time-tested strategies that can help you to realize your goals.
Our clients' interests and fiduciary responsibility are foremost. We consciously align our process with your specific needs, circumstances, and objectives while maintaining the highest ethical standards, demanding accountability from ourselves and the managers with whom we work.
Our association with Royal Alliance Associates, Inc., one of our country's largest independently registered FINRA broker-dealer and SIPC members, reflects our conviction that a boutique, independent investment professionals' practice, is best positioned to understand you and serve your personal financial needs.Our independence ensures objectivity in evaluating portfolios, financial plans, investments, and money managers.
Our association with Royal Alliance Associates, Inc., one of our country's largest independently registered FINRA broker-dealer and SIPC members, reflects our conviction that a boutique, independent investment professionals' practice, is best positioned to understand you and serve your personal financial needs.Our independence ensures objectivity in evaluating portfolios, financial plans, investments, and money managers.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
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