Products & Services

At Anthony Petsis and Associates, Inc., we provide assistance in the following areas:

   

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Mutual Funds
  • REITS
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • Direct Real Estate Investments

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Retirement & Estate Projections
  • Financial Projections
 

Insurance

  • Disablility Income
  • Life Insurance
  • Long Term Care