Welcome to

LATELLA & BASTONE

Let's connect and receive a holistic approach to your financial wellbeing

The founders of LBFG, Anthony Latella and Anthony Bastone were friends from a young age. They independently advanced their knowledge and careers in the financial industry, identifying their niches within the broad world of finance and accounting. Anthony Latella focused on insurance and investing, while Anthony Bastone specialized in accounting and estate planning.

Upon realizing that two heads are often better than one, they decided to combine their expertise, creating the ultimate financial group and business partnership. They were able to leverage their existing networks to create an extensive database filled with unbiased advice and options to best fit their clients’ needs. Together, they are able to create a well-rounded plan for each client, leaving no stone unturned.

Our Services

Personal+Corporate Tax Planning

Our knowledgable and dedicated team works with clients to help them understand the value and benefits of the tax strategies we put in place.

Insurance Solutions

Whether you are looking to provide for your family, protect your wealth or increase the valuation of your estate, Latella & Bastone is here to assist you.

Investment Management

Through our strategic partnership with Manulife Securities Inc. our clients have access to experienced and professional investment team.

Estate Planning

Our dedicated team of specialists and legal experts help guide and consult clients through the emotional chapter of estate planning.

Our Financial Network

Latella & Bastone’s mission is to help our clients with actionable solutions that improve their personal and financial wellbeing while creating lasting relationships built on trust, honesty and professionalism.

Google Reviews

Absolutely stellar team, their financial guidance has helped my business tremendously, thank you!

I met with the Latella & Bastone team today. I am extremely impressed with their professionalism, diligence and careful consideration to detail. The building is impressive and well-located. I was sold instantaneously and now the company manages my: taxes, investment portfolios and insurance policies. Reassuring you, Latella & Bastone Financial Group is a one-stop shop. They know how to put the client first! I would strongly recommend this business.

Amazing team, everyone is friendly, helpful and on the same page. Recommend to all small business owners!

Excellent insurance and investment advice office. Mr Latella is courteous, well-informed and a thorough professional. He offers personal financial advice and services that will help you achieve your short term and long term goals. We were very well received and are very well taken care of --excellent service.