Anthony L. Panto

Anthony L. Panto Email and Phone Number

Senior Financial Advisor @ Lincoln Investment
fort washington, pennsylvania, united states
Anthony L. Panto's Location
Sewell, New Jersey, United States, United States
Anthony L. Panto's Contact Details

Anthony L. Panto personal email

n/a

Anthony L. Panto phone numbers

About Anthony L. Panto

I am a financial advisor and registered principal specializing in providing clients with comprehensive wealth management, retirement and investment planning services. My focus is working with goal driven individuals and closely held business owners in reviewing their investment plans, life insurance portfolios and employee benefit programs. Our clients range from friends & neighbors to mid and senior level corporate executives, business owners, professionals and civic/community leaders. Specialties: Independent investment management, life insurance, cost efficient group health insurance strategies including HSA and HRA plans as well as employee centered 401(k) plans.Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.Eagle Wealth Strategies is not a registered broker/dealer, and is independent of Raymond James Financial Services.Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.

Anthony L. Panto's Current Company Details
Lincoln Investment

Lincoln Investment

View
Senior Financial Advisor
fort washington, pennsylvania, united states
Website:
lincolninvestment.com
Employees:
577
Anthony L. Panto Work Experience Details
  • Lincoln Investment
    Senior Financial Advisor
    Lincoln Investment Jan 2023 - Present
    Marlton, New Jersey, United States
    View
  • Eagle Wealth Strategies
    Financial Advisor
    Eagle Wealth Strategies Jan 2019 - Jan 2023
    West Deptford, Nj
    Specialties: Independent investment management, life insurance, cost efficient group health insurance strategies including HSA and HRA plans as well as employee centered 401(k) plans.
  • Panto Wealth Strategies
    Business Owner
    Panto Wealth Strategies Jan 2012 - Jan 2019
    4150 Route 42 Turnersville, Nj 08012
  • Karr Barth Associates Of Axa Advisors, Llc
    Vice President
    Karr Barth Associates Of Axa Advisors, Llc Apr 1990 - Jan 2012
    View

Anthony L. Panto Skills

Leadership Estate Planning Series 63 Cash Management Banking Fixed Annuities Fixed Income Executive Management Corporate Finance Insurance Retirement Planning Financial Planning Wealth Management Services Tax Portfolio Management Investments Relationship Management Financial Risk Mortgage Lending Finance 401k Investment Advisory Asset Allocation Strategy Financial Services Wealth Management Life Insurance Mutual Funds Strategic Financial Planning Finra Securities Entrepreneurship Program Management Risk Management Asset Management Financial Analysis Series 24 Small Business Management Personal Finance Due Diligence Trading Health Insurance Commercial Lending Retirement Series 7 Employee Benefits 401 Retirement Savings Plans Private Placements

Anthony L. Panto Education Details

Frequently Asked Questions about Anthony L. Panto

What company does Anthony L. Panto work for?

Anthony L. Panto works for Lincoln Investment

What is Anthony L. Panto's role at the current company?

Anthony L. Panto's current role is Senior Financial Advisor.

What is Anthony L. Panto's email address?

Anthony L. Panto's email address is ap****@****ast.net

What is Anthony L. Panto's direct phone number?

Anthony L. Panto's direct phone number is +160992*****

What schools did Anthony L. Panto attend?

Anthony L. Panto attended The Wharton School, Temple University.

What are some of Anthony L. Panto's interests?

Anthony L. Panto has interest in Too Many To Count, Economic Empowerment.

What skills is Anthony L. Panto known for?

Anthony L. Panto has skills like Leadership, Estate Planning, Series 63, Cash Management, Banking, Fixed Annuities, Fixed Income, Executive Management, Corporate Finance, Insurance, Retirement Planning, Financial Planning.

Who are Anthony L. Panto's colleagues?

Anthony L. Panto's colleagues are Cheryl Lyle, Bryan Nugent, Bradford Smith, Aif®, David Lam, Cfp®, Kristin Bonno, Katryn Bowren, Salina Allen.

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