ANTHONY D'ASCOLI

Services Offered

• Investment strategies
• Insurance planning
• Holistic financial planning

About

Anthony D'Ascoli is a financial consultant based in Delray Beach, Florida, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with tailored investment and insurance strategies through a holistic planning approach. Anthony employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. He focuses on serving high net worth clients, including individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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