Cash Balance Advisors

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2885 Surrey Ln
Aston, PA 19014
+1 (610) 608-9034
https://niasuccess.lpages.co

Cash Balance Advisors, located in Aston, PA, is a family-owned financial firm specializing in advanced tax planning and retirement income strategies. Led by Anthony Cucchi Jr, a seasoned entrepreneur and licensed insurance professional, the company offers personalized solutions to small business owners, professionals, and high-profile individuals, ensuring long-lasting relationships and tailored financial plans.

With over 12 years of experience, Anthony and his team of qualified experts collaborate with third-party administrators, pension administrators, CPAs, CFPs, and ERISA attorneys to provide comprehensive wealth preservation strategies and tax-efficient investment options. Committed to his family and community, Anthony is also actively involved in supporting young men and single mothers through a Catholic men's group, while enjoying his downtime pursuing outdoor activities and sports.

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