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Anthony M

Series 66

Windsor Locks, CT

Money Concepts Capital Corp

Anthony Muscarella is a Series 66-licensed financial advisor with Money Concepts Capital Corp, where he has worked since 1998. He has 27 years of industry experience and also owns an accounting and tax services business serving small businesses and individuals since 1986. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, including proprietary retirement model portfolios, and serves approximately 14,700 clients through 431 advisors.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Laurie M

Series 66

Windsor Locks, CT

Money Concepts Capital Corp

Laurie Muscarella is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and over 31 years of industry experience. She has been with Money Concepts Capital Corp since 1998 and is also involved in tax preparation and accounting through a sole proprietorship associated with Anthony T. Muscarella, CPA. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio strategies, utilizing fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion for about 14,700 clients.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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