Anthony Pires

CFP®, ChFC®, RICP®
  • Financial Planner

Anthony is licensed in Life, Accident, and Health insurance and holds his Series 7, and Series 66. A graduate of Fairfield University, he is committed to delivering comprehensive, client-focused strategies grounded in education and experience. He takes pride in simplifying complex financial decisions with clarity and confidence.

As a Financial Planner, Anthony services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Anthony can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.

Check the background of this registered representative on FINRA’s BrokerCheck  

 

Anthony Pires

CFP®, ChFC®, RICP®
Americans In The Workplace Study

This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!