Anthony R. Sergio, Jr.
As a Financial Advisor with 1847Financial, Anthony works with his clients to create strategies that are effective in increasing income streams in retirement. He guides families and individuals to the realization that they have the power to succeed financially.
Anthony’s approach to working with his clients is to start with blank slate and open mind. This way, the client can see all options objectively in order to find the best fit for their personal situation.
Anthony specializes in helping small business owners with employee and executive benefit design. He can advise on business succession planning, life, disability and long-term care insurance. He also has expertise in retirement planning and 401(k) management. He is FINRA Series 6, 63 and 65 licensed.
He currently resides in Collegeville, PA. In his spare time, Anthony enjoys playing golf and basketball.