Anthony Levine

  • Financial Advisor
  • Investment Advisor Representative

 

After nearly two decades as a union plumber, Anthony Levine found his true calling in financial advising. Drawing from personal experience, Anthony recognized a critical gap in financial literacy among skilled trades workers. No one ever taught him what to do with his money, which now fuels his passion for educating others.

Anthony specializes in helping hardworking professionals transform their income into lasting wealth through strategic planning and smart money decisions. He implements customized retirement planning strategies, debt reduction techniques, tax-efficient investment approaches, and emergency fund establishment to secure his clients’ financial futures. His skill in maximizing employer benefits and creating education funding plans adds significant value to those navigating financial complexities for the first time.

As a father of three, Anthony balances his dedicated work life with being present for his children’s important moments. This balance represents the financial freedom he helps his clients achieve.

Outside the office, Anthony embraces life’s challenges on multiple fronts. A black belt in jiu-jitsu with 16 years of practice and 8 years as an instructor, he previously competed professionally. When winter arrives, you’ll likely find him carving fresh powder on mountain slopes, pursuing his love for snowboarding and outdoor adventure.

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

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!