Anthony J. Camerio, ChFC® founded Camerio & Company in 1982 to assist clients in every aspect of their financial lives. Our consistent goal has been to provide stability and financial health, with the most personal service available, while earning a reputation for excellence as Financial Professionals. We do everything in our power to keep clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
We understand the wealth management needs of accredited investors. As a Chartered Financial Consultant®, I have completed an extensive educational program required for any financial services credential. In addition to my Bachelor of Science in Business Management degree from Auburn University, I have passed an additional 10 college-level courses, over three years, on all aspects of financial planning from the American College of Financial Services* to earn my ChFC® designation. I am educated, driven, and focused on your investment goals and communicate financial progress to you in a timely and understandable manner.
We provide tailored investing that is flexible and adaptive to your lifestyle. I have taken these tenets as core financial strategies. Today I specialize in helping physicians plan the legacies of their estates and their closely held practices, as well as executives of Fortune 500 companies and small businessmen alike expand and nurture their financial holdings.
I am committed to offering relevant, realistic, and responsive lifestyle planning and analysis, while I pay close attention to our changing financial times. Our company is based on the principle that education and understanding of your current financial situation are vital to successfully making prudent decisions concerning your future financial condition. My goal is to provide clients with confidence and financial health.
As an Investment Advisor Representative through Osaic Wealth, Inc., I have no obligation to promote any particular investment. Osaic Wealth provides my clients access to one of America’s largest networks of independent financial advisors in the country. With more than 200 employees, Osaic makes available cutting-edge technology and support that is essential to intelligent financial planning and implementation today. Because Osaic utilizes the services of Pershing, LLC, a Bank of New York Mellon Company, each investment brokerage account is provided coverage above SIPC limits. (Click here for details).
Reflecting on four decades of client relationships, I feel I have earned a solid reputation for quality service and integrity. My experience is woven into the fabric of each client relationship and written into each client’s plan for tomorrow.
If you have any questions about your current financial situation or would like to schedule an appointment, send us an email or give us a call at 1-334-514-7331. I am also available for group seminars and meetings with your professional advisors.
Anthony J. Camerio, ChFC®