What You Can
Expect From Us

As LPL Financial Advisors in Naples, FL, we specialize in retirement planning and investment management.

For individuals, families, and businesses the list of financial priorities is long and daunting. Having a plan that leads to goals and resolutions is both fruitful and comforting. We get everything on the table, prioritize your needs, and go to work. No financial plan is so good that it can’t be changed as circumstances change.

The economy, capital markets, and tax and estate law, are all considered along with our clients’ needs and aspirations to embark on a course of financial confidence and satisfaction. This is what we do. If you are interested in a complimentary informal consultation, please call us at (239) 596-7822.

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Our Advisors

Sal Petralia,
MBA, CFP®

Nick Petralia,
CFP®, CPFA, AIF®

what we Do

Retirement Planning
Investment Management
Insurance Needs
Tax Analysis
Estate Planning
College Education Planning
Retirement Plans for Businesses
Employee Benefits

Our resources

LPL Research

  • Weekly Market Commentary (Updated Weekly)
  • Weekly Economic Commentary (Updated Weekly)
  • Bond Market Perspectives (Updated Weekly)
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Financial Calculator Suite

  • 401(k) Calculator
  • Individual 401(k) Savings Calculator
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MoneyGuidePro

MoneyGuidePro

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Guided Wealth Portfolios

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology.

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Riskalyze

Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy.

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Anchor Financial Group, LLC is a full-service Wealth Planning Firm serving the personal finance needs of individuals and families, as well as the retirement plan and benefits needs of small to medium-sized businesses. Sal Petralia, Managing Partner of Anchor Financial Group, began his career as a financial advisor thirty years ago at E.F. Hutton. Starting in 1995, Sal and his wife Lynda built an independent financial advisory practice.

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Have A Question?

Call:
(239) 596-7822

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Anchor Financial Group are not registered broker/dealers and are not affiliated with LPL Financial.

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.