Advisors at this firm
Michael A
CFP®, Series 65
South Bend, IN
Golden Years Financial Advisors, Inc.
Michael Anthony is a CFP® with seven years of industry experience, currently serving at Golden Years Financial Advisors, Inc. in South Bend, IN. He has held roles at multiple related entities within the Golden Years group since 2019 and operates the Michael Anthony Agency, an insurance business focused on fixed insurance sales. Golden Years Financial Advisors provides investment advisory and financial planning services to individual clients, emphasizing non-discretionary asset management and coordinating with third-party money managers to implement client strategies. The firm uses a combination of fundamental and technical analysis for investment recommendations and maintains a structured process for client goal documentation and portfolio review.
Kevin A
Series 63, Series 66
South Bend, IN
Golden Years Financial Advisors, Inc.
Kevin Anthony is a financial advisor at Golden Years Financial Advisors, Inc. in South Bend, IN, holding Series 63 and Series 66 licenses with 30 years of industry experience. He has been with Golden Years Financial Advisors since 2014 and previously operated Anthony Financial Services for 40 years. Outside of advisory work, he owns and manages The Sanders Agency, Inc., a health insurance practice. Golden Years Financial Advisors provides investment advisory and financial planning services to individual clients, focusing on non-discretionary asset management and client coordination with third-party money managers. The firm uses a mix of fundamental and technical analysis for investment recommendations and delivers written financial plans within a 90-day timeline.
