Anthony  Pallotta,  CFP<sup>&reg;</sup> - Financial Advisor

Anthony Pallotta, CFP®

CPA

GPS Financial Group, LLC

37307 Harvest Ave
Avon, OH 44011-2803
(440) 934-7004

General

Anthony Pallotta is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at GPS Financial Group, LLC in Avon, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Cetera Financial Group

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Career Change, Investment Management, Employee Benefits, Mutual Funds, Job Loss, Insurance, Retirement, Long-term Care, Sudden Wealth, Personal Taxes

More

Helpful Financial Planning Resources