Anthony Orlando
Anthony J. Orlando, Inc.

Tel: (201) 262-6000
617 Oradell Ave - Suite 5
Oradell, NJ 07649

Wealth Management - Building Wealth Through Sound Advise

Anthony J. Orlando, Inc. | Financial Advisor in Oradell ,NJ

About Anthony J. Orlando, Inc.

Anthony J. Orlando Inc. is a Wealth Management firm providing comprehensive financial advisory services including investment portfolio management, retirement planning, insurance and estate planning, college education funding and employee benefit consulting services. The firms clientele includes individuals, corporations, small business, trust, estates, and non-profits organizations.

Name of Broker/Dealer: Royal Alliance Associates, Inc. Name of Custodial Firm: Pershng, LLC.


General Information

Firm Start Year:   1995
No.of Employees:   1
Insurance License#:   8703421 / 9591361
States Licensed in:   NJ, NY, CT, PA, OH, FL, CA, DE

Qualifications & Memberships

Insurance and Annuity Licenses:   Health , Annuity , Disability , Life , Variable Life , HMO , Variable Annuity , Long Term Care


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Compensation Methods:   Based on Assets


Education

BA FINANCE - FINANCE  VILLANOVA UNIVERSITY - VILLANOVA, PA
September 1978-May 1981



Faqs

  • Do you have a customer satisfaction or refund policy? Yes
  • What are your qualifications? What is your education background? Villanova University, BS Finance 1981 Certified Financial Planner, Registered Investment Advisor Series 7, Series 63, Life and Health Insurance License
  • What is your approach to financial planning? Comprehensive approach to financial planning
  • What services do you offer? Investment Portfolio Management, Retirement Planning, Insurance and Estate Planning, Education Funding
  • How many clients do you currently manage? 175
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Anthony Orlando

Anthony Orlando

Registered Investment Advisor, CERTIFIED FINANCIAL PLANNER™ Certificant


Certified Financial Planner
Registered Investment Advisor
BS in Finance from Villanova University
FINRA Series 7 & Series 63 Registrations
Life and Health Insurance License

My Services


Financial Advice & Consulting

Our clientele receives professional expert advice in the areas of investment portfolio management, retirement planning, insurance and estate planning, and employee benefits.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Awards & Recognitions


(201) Magazine Bergen County Top Financial Advisor
(05/01/2015)

(201) Magazine Bergen County Top Financial Advisor