Anthony Landi, Investment Adviser Representative
Anthony Landi, co-founder of Sterling Bridge Financial Group, has 13 years of experience as a financial professional. As a fiduciary, he carries a legal obligation to do what’s best for clients. Landi has a Chartered Federal Employee Benefit designation, which allows him to create personalized financial strategies for clients in the Florida Retirement System. Landi’s firm specializes in retirement planning for retirees and pre-retirees, offering services that include Social Security maximization, tax mitigation strategies, active investment management and income distribution planning.
Latest articles by Anthony Landi, Investment Adviser Representative
5 Key Considerations as You Craft Your Retirement Plan
retirement planning No retirement plan is complete without covering these five key areas.
Are Your Investments Overinflating Your Tax Bill? It’s Time to Fix That
tax planning With some thoughtful planning, you can avoid paying more than you need to in taxes. Some tweaking of where you invest and how you pull your money out can make a nice difference.
By Anthony Landi, Investment Adviser Representative • Published