Anthony Aulffo, CFP®
A Clear Direction for Your Retirement
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn MoreA Clear Direction for Your Retirement
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn MoreServing Clients Nationwide
A Clear Direction for Your Retirement
900 Kings Highway North suite 201, Cherry Hill, NJ 08034, USA
Yes
University of Delaware, Certificate in Financial Planning | Monmouth University, Bachelor of Applied Science (BASc), Business/Finance
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I have been with Cardinal Wealth and Anthony for over a year. Anthony was the one to give me confidence that I could retire. He is always an email or a phone call away, if I have any questions. I have been enjoying my retirement, even in these tough economic times. Anthony always has good reason for not worrying about my finances. I am looking forward to a long relationship with Cardinal Wealth.
My husband and I have been using Anthony for the last year. He is always willing to help and provide guidance and charts to make us feel at ease and understand the situation. Retirement is stressful in itself, and with his guidance he was able to show us the way and feel comfortable. He is very personable and maintains communication in situations that arise. We appreciate his knowledge and information, and would strongly recommend him to anyone.
My wife Holly and I have been working with Anthony since 2020 and have really appreciated his counsel. Anthony has given us a strong understanding of our net worth and finances, and he has started us on a clear path for retirement. Anthony has always helped us understand the complexities around wealth and tax planning and what’s necessary to maximize retirement income balancing risks and growth. He has always broken the tasks down into workable steps that we can take together. I can’t say enough about how much better we are, for having the support of Anthony and Cardinal Wealth Management on our journey. I would highly recommend his services.
I’ve worked with Anthony for several years and appreciate how he has guided me into retirement with sound and reasonable advice regarding my financial security. He is personable, responsive to questions and maintains communication to provide updates and insights beyond annual reviews.
My husband and I have been working with Anthony
Aulffo and the Cardinal Wealth Group since 2019/20. Working with Anthony and Cardinal Wealth has been thoroughly rewarding. The entire process of educating us and creating a Retirement plan that works for us has been terrific. He is personable, professional, and extremely knowledgeable in his field. As our financial advisor, Anthony maintains consistent and regular communication with his clients, checking in and readily available to answer any questions.
I highly recommend Anthony Aulffo and the Cardinal Wealth Group to anyone interested in financial and retirement planning.
Sincerely,
Wynn Dunne
My wife and I have been using Anthony for a number of years now. His pleasant and easy-going delivery helps to keep us at ease. He’s always prepared with charts and graphs to explain the current situation with our financial status noting what changes are required to meet our goals. Anthony is very personable and cares about his clients. He always available to answer questions and provides sound advice. We are very pleased with his results.
Anthony is very insightful and empathetic. He takes the time to get to know you and what is important to you as it relates to your life and your financial situation and how to optimize it.
My husband and I have been using Anthony for several years. We are so happy that we found him. He has helped us make better decisions for our future financial health. He’s also helped us remain calm in the rapidly changing investment market.
I began a relationship with Anthony on or about the second quarter of 2011. For the next 8 years we developed a personal relationship as well as professional .Developing a personal relationship first is important to bring understanding and trust to the professional side of retirement. I can call Anthony anytime with questions and concerns , and as always , his responses are accurate and put me at ease for choosing him as my financial advisor. Retirement can be a stressful event and Anthony continues to make this life change equitable and comfortable experience.
My wife, Donna, and I have been working with Anthony for a few years now. I TOTALLY RECOMMEND working with Anthony as he uses a very logical, practical and easy to understand approach to retirement and financial planning. Anthony educates us on our options and then allows us to make our own decisions without any pressure. Please let me know if I can help you in any way or answer any questions for you related to working with Anthony (my cell 856-287-2693). Thanks, stay well and enjoy!
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