My financial journey with Anthony begin 18 years ago. I had to roll over my retirement pension from an employer where I no longer worked. I did not know anything about finances or preparing for retirement. I trusted Anthony and his financial knowledge. He took time to explain options and what he believed would be best for me. When others were losing money over the past years, I made money! He has made the best financial decisions for me and now that I am retiring I can do so with financial comfort! I am very grateful to him and his kind staff! Grace Becker read more

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 Anthony's 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 Medicare 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 ups 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. Tom Carey read more

Went to Anthony. Charged us $300 which was to include a financial report. We have been waiting 3 years. Got absolutely nothing out of meeting. He has been sending us advertisements about his company. Have unsubscribed multiple times but still getting his garbage. What really annoyed us is that he asked for check immediately as if we would run out the door. Very full of himself and annoying. We should have canceled check but thought he would sent report which never materialized. Stay away. read more

Anthony LoCascio is quite full of himself! We were referred to him by friends who've been his clients for years. He was late for our appointment, checked his phone often throughout our hour-long consultation, all the while telling us he could help us a great deal and that we really neeeded his advice and direction (and we DO need financial advice). Two days later we received an unprofessional, dismissive letter in the mail, not even on letterhead or paper having any identifying information, signed by one of his office staff, telling us to go elsewhere! Complete waste of our time and a disgraceful operation. read more

We have been using Anthony LoCascio for the past several years. He spends the time with you to explain and make sure you understand. He wants his clients to make well informed decisions. We have been impressed. He explains everything in a very understandable manner. He wants to make sure you don't leave confused. I would recommend Anthony to anyone - he has also been extremely helpful in guiding me with my business questions. read more

I am a 71 year old retired teacher who was in need of the services of a financial planner. I hired Anthony LoCascio because he informed me that he was a fiduciary and an experienced expert in his field and would act in my best interest. In hindsight, however, his advice did not at all satisfy my needs in terms of how to properly manage my assets. Essentially what LoCascio advised me to do was to sell my entire stock portfolio worth over $1 million and use all the proceeds to purchase three annuities. The advice proved to severely over-concentrate my assets in annuities, drastically limit my liquidity, greatly hinder my asset growth capacity, and resulted in a tax consequence of over $40,000. In my opinion, the advice given by LoCascio to myself did more to benefit his bottom line than mine. He most likely received a $100,000 commission from the sale of the annuities. I was completely dissatisfied with the advice given to me by LoCascio and would never recommend him to someone else for fear they would experience the same inferior and inadequate financial consulting. read more