Anthony Petsis & Associates, Inc is a comprehensive financial services firm committed to helping our clients improve their long term financial success. Our customized programs are designed to help grow and conserve our clients' wealth by delivering a quality level of personal service. Please explore our website and feel welcome to email us at [email protected] or call us at (215) 968-6638. We look forward to hearing from you.
Thank you for voting us the 'Best of Bucks' in the Financial Planner/Advisor Category in the years 2007, 2008, 2009, 2010, 2011, 2012, 2015, 2016, 2017 & 2018!
We truly appreciate the opportunity to serve you and your family. We could not have achieved this without your trust and confidence.
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Tony began his financial planning career in 1980 and as a seasoned financial planner, his primary focus is the creation of retirement, investment and estate plans to help his clients realize their financial and life goals. His low-key...
Investment Advisor Representative
Alex graduated with his Bachelors in Finance from Pitt and holds his Masters in Financial Services from Saint Joseph's University. He assists with the various planning and investing functions of a fast paced financial planning practice.