Our Qualifications

We have been working with individuals and businesses in the area for many years.

Each of our advisers has extensive personal and professional experience.

We believe in creating long-standing relationships with our clients,  not only because we love partnering with people we like but because it is essential to our process of custom-designing financial plans that attempt to achieve their goals. 

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.

Anthony Branca has been in the financial services industry for more than forty-one years and is a fiduciary, putting clients' interests first.  He holds many securities licenses and also has life and health insurance licenses.  This allows Anthony to provide a full scope of financial products and insurance products.

Anthony is originally from New Jersey but now resides in Canton, GA.  Anthony has held positions such as Wealth Manager, COO, and CCO of various broker-dealers and investment advisers.  Anthony is old-schooled and loves to meet his clients in person, and loves to teach.