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Anthony B

Series 63, Series 65

East Setauket, NY

Ameriprise

Anthony Barone is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Advisors. Outside of his advisory work, he owns a financial services company and a real estate holding corporation. Ameriprise serves clients primarily through its retirement-income planning service targeting individuals with significant investable assets, offering tailored, research-based recommendations that incorporate tax-efficient withdrawal strategies and asset management within Ameriprise accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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