Why Work with Dave

I own two different companies that provide truly unique and specialized services for the right types of individuals. Over time, our specialized investment and financial planning philosophies and strategies really can save you time and money. Read all about it below:

ANTHONY CAPITAL, LLC—a registered investment advisor

Side by Side Quotes.com, LLC–a independent insurance agency

What makes Anthony Capital different from every other financial planner/broker?

#1— we aren’t like any other financial planner or broker out there. Seriously, we provide institutional level asset management along with comprehensive wealth and retirement income planning for advisory clients that save you time and money.

Institutional asset management is very different from the regular, off-the-shelf retail financial mindset that most of the big wall street firms try to sell to main street. I can’ t stress this point enough. When I worked at Merrill Lynch, and UBS, the

 

 

 

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