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Business Profile

Financial Planning Consultants

Anthony E. LoCascio, CFP
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BBB Accredited BusinessA+Rated by BBB

Reviews

Customer Review Ratings

5

Average of 1 Customer Review

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Review Details

  • Thomas C

    Date: 10/09/2023

    I moved all of my assets to Anthony LoCascio four years prior to my retirement (in hindsight, I wish I had done it earlier). This was the best decision I made, outside of marrying my wife. I no am no longer watching the market constantly with a pit in my stomach, wondering if I made the right financial decisions while the market is jumping up and down. That is Anthonys job now and he is doing a fantastic job! He will listen to what your concerns are and what you wish to accomplish to be happy and secure in retirement. Then he will come up with options to reach your goals. He does no rush you out of the office and will explain thoroughly the opportunities available to you to reach your goals and give you peace of mind. He is also very patient in explaining all of the financial options available.He also has a wide network of experts that are available, if you have those needs. We needed some ******** and accounting advise and his referrals were great. His staff are also very professional, reachable, competent and friendly. I wish I had switch over sooner in life. I would have had less stress knowing I was taking the right direction toward a sound retirement. The *** and downs of the market no longer bother me as Anthony has position us well, and now it is his job to watch the market. Thanks Anthony for all of your help and also to your lovely staff. I highly recommend using Anthony LoCascio Consulting.*****************

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