Anthony Trias - CERTIFIED FINANCIAL PLANNER™

Nikole Mackenzie 

on Google

3 years ago

I've known Anthony for 3 years and during this time Anthony has truly become a trusted advisor for myself and my business clients. Any time I have questions about investment, tax, insurance strategies or retirement planning, I know I can call Anthony and he will patiently walk me through all the options. I work with growing small businesses and Anthony is my go-to for insurance and investment strategies to protect the owners in case of death or disability 

Thomas Porcello 

on Google

3 years ago

I have been working with Anthony for just about a year now, and it has been a wonderful experience all around. Great financial advice, great stewardship of investments, incredibly helpful with answering questions, flexible with my own priorities and needs, and very family oriented. It's an absolute pleasure working with Anthony! 

Patrick Reynolds 

on Google

4 years ago

Anthony has been a huge help as our family has navigated the challenges of saving for college, retirement, and the costs of elderly parents. He's very easy to work with, has a ton of knowledge, and has made the process easy at every step. Highly recommended! 

P B 

on Google

4 years ago

My wife and I have worked with Anthony for the past several years. We are grateful for his excellent financial guidance and trusted advice. He is a great person and we couldn't imagine working with anyone else. We highly recommend him to our friends and family. 

Maria K. 

on Google

4 years ago

Anthony is a joy to work with. Professional, knowledgeable, hard working and super responsive, Anthony takes the the time to get to know you, and partners with you to develop a plan that shoulders your financial objectives and retirement goals over the long haul. If you are looking for white glove service, Anthony is it. I could not recommend him more highly.