Anthony Baldi & Associates believes in sustaining a dynamic workplace that is passionate about helping our clients achieve and maintain a confident retirement, and making a positive impact in our community.

Our Values:

· Faith

· Family

· Integrity

· Excellence

· Service


Our advisors

Anthony Baldi

CFP®, CKA®

Private Wealth Advisor

Chief Executive Officer of Anthony Baldi & Associates
Learn more about Anthony Baldi Visit Anthony Baldi's website

Brandon M Harrington

BFA, CRPC

Financial Advisor

Behavioral Financial Advisor
Learn more about Brandon M Harrington Visit Brandon M Harrington's website

William C Hoock

CFP®, CLU®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about William C Hoock Visit William C Hoock's website

John Baldi

MSFP, CFP®, BFA, APMA

Financial Advisor

Behavioral Financial Advisor
Learn more about John Baldi Visit John Baldi's website


Our team

Sandra Kuzara

Sandra Kuzara

Client Service Manager,

Chief Operating Officer of Anthony Baldi & Associates
Kelly Bourque

Kelly Bourque

Administrative Assistant

Carmen Tonellato

Carmen Tonellato

Investment Manager,

Financial Planning Analyst
Elizabeth Hirsekorn

Elizabeth Hirsekorn

Financial Planning Assistant

Elias Suryawanshi

Elias Suryawanshi

Administrative Assistant