• Why Choose Anchor Bay

    Doing what’s right for you and doing it with integrity is at the heart of every decision we make. That’s why we take our role as fiduciaries seriously as we deliver you personal service that’s second to none.

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  • Complimentary Portfolio Review

    Is your portfolio performing as well as it could be? We can help you with a no-cost, no-obligation review of your portfolio.

    FREE REVIEW

  • Complimentary Investment Guide

    You don’t have to be an expert when it comes to your money, because we are. But information is power, and the more informed you are the better you can understand the ramifications of your decisions.

    FREE GUIDE

Play video to learn more about our Financial Planning Process.

Financial
Planning

Do you feel prepared to make the right financial decisions?  Expert planning can make a world of difference when it comes to your finances.  Planning services include budgeting, insurance planning, savings and investment strategies, retirement planningestate planning and more. Our knowledge, our expertise, our tools and our perspective can all help you get where you want to go.

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WE WROTE THE BOOK

By Scott Spiering Anchor Bay Founder and Chief Portfolio Manager.

The Frugal Investor: How to Build a Low-Risk, High-Return

OUR BLOG: THE FRUGAL INVESTOR INSIGHTS

Does your family need a giving plan?

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FINANCIAL PLANNING GUIDE

Get our 5-Step Guide to creating financial peace of mind.
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