Anthony J. DeGerolamo, CFP<sup>&reg;</sup> - Financial Advisor

Anthony J. DeGerolamo, CFP®

RICP® CLU®

Personal Financial Representative

Equity Services, Inc.

1108 Barclay Blvd, Ste C-D
Marlton, NJ 08053-5683
FINANCIAL ADVISOR'S WEBSITE
(856) 890-8181 CONNECT WITH Anthony
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General

Anthony DeGerolamo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Equity Services, Inc. in Marlton, NJ and the surrounding communities.

Financial Advisor Experience

20 plus years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC® RICP

Insurance Licenses

  • Life insurance: NJ PA
  • Health/disability insurance: NJ PA
  • Fixed annuities: NJ PA
  • Variable annuities: NJ PA

Broker-Dealer Affiliation

Allstate Financial Services, LLC

Broker-Dealer Disclaimer

Securities offered by Personal Financial Representatives through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main O?ce: 2920 South 84th Street, Lincoln, NE 68506. (877) 525-5727. Check the background of this firm on FINRA’s BrokerCheck website http://brokercheck.finra.org. Life insurance offered through Allstate Life Ins. Co. & Allstate Assurance Co., 3075 Sanders Rd, Northbrook IL 60062; Lincoln Benefit Life Co., 1221 N St. Ste 200, Lincoln NE 68508; American Heritage Life Ins. Co., 1776 American Heritage Life Dr., Jacksonville FL 32224. In New York, life insurance offered through Allstate Life Insurance Company of New York, Hauppauge NY
FINRA BrokerCheck

Financial Advisor's Specialties

401(k)/403(b)/IRAs, Annuities, Employee Benefits, Mutual Funds, Insurance, Retirement, Succession Planning, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources