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    A Note from the Founder

    Anlon—meaning champion—is based on trust, transparency, experience, and care. As an advisor, I manage according to personal risk level rather than to an index, tailoring portfolios according to your financial situation. In my career, I’ve navigated major financial events, and have designed my approach to help weather them.

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    Services Tailored to You

    Our careful wealth management encompasses the scope of what you may need.
    We offer:

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    Retirement Planning

    Set goals and design a plan to help you live comfortably today and in the future.

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    Investment Strategy

    We’ll manage your investments responsibly and with the goal of protecting your assets.

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    Tax Strategy

    Taxes are complex. We’ll help you explore ways to reduce what you owe.

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    Long-Term Care Planning

    Make a plan for the unexpected.

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    Cash Management

    Manage and anticipate cash needs within your portfolio.

    Our Clients

    Working with Anlon means you’re a goal-setter. It means you’re looking for leadership and steadiness on your path to financial achievement. It means we’re aligned on our strategy—moderating risk carefully and protecting what you already have. It means you’ve made long-term investments in your vision (or wish to do so), and it means we work as partners to protect it.

    I’m retired.

    If you’re already retired, let’s collaborate on a plan that can help you live comfortably for years to come.

    I’m planning for retirement.

    As you prepare to retire, you may have concerns about outliving their resources, managing 401(k)s, funding your childrens’ college, and more. We can help.

    I own a business.

    Get support as you think through exit planning, balancing personal and business finances, and leaving a meaningful legacy.

    Your Loyal Team

    We’ve been helping clients set goals and stay steady through fluctuating markets since 1982.

    Meet Our Founder

    Keith-Ryan-Anlon-Financial

    Keith Ryan

    Principal, Strategy Officer

    Reach out anytime.

    We believe one of the things our clients appreciate most is that we are available. We look forward to receiving your message.

    576 Broadhollow Rd,
    Melville NY 11747

    (631) 923-7576

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