Anthony DiPasquale joined Equitable Advisors, LLC in 2023 after graduating from Niagara University with a degree in finance and currently holds his NY Life and Health license and FINRA Series 7 and 66 registrations.
As a financial advisor, Anthony is passionate about helping people develop their own personalized financial strategy plans. His supportive approach can help you make well-informed decisions about your financial future. Anthony is excited to work with everyone to assist them in working towards their financial goals.
Originally from Buffalo, New York, and enjoys playing and watching sports, fishing, hiking, and much more. In addition, he is an active member of his community and enjoys helping others.
I am incredibly passionate about what I do and I help my clients keep more of their hard earned money, leverage assets to generate wealth, and transform their family legacy. The process involves setting financial goals, instituting a well-defined plan designed to meet those goals, and adjusting the plan along the way as life evolves.
Some of the key steps taken to achieve these goals are assisting my clients in becoming more knowledgeable, to make well informed decisions, and to form healthy financial habits. To end this, I am duly licensed, duly registered, and prepared to offer a number of individualized strategies that include investment services, retirement planning, estate planning strategies, life insurance, education planning, & long-term care insurance.
My promise to those I serve:
1. I will always put your interest first
2. I will listen to your concerns and act accordingly
3. I will advise you, not “sell” you
4. I will provide strategies that are individually tailored to meet your needs and desires
5. I will maintain strict confidentiality