Anthony Petsis & Associates, Inc is a comprehensive financial services firm committed to helping our clients improve their long term financial success. Our Petsis Process is designed to deliver clients with unprecedented value when it comes to their finances.
To begin working with us, click the button below to schedule a 20 Minute Discovery Call. During this call, you can get to know us and learn if Anthony Petsis & Associates is right for 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 & 2019!
We truly appreciate the opportunity to serve you and your family. We could not have achieved this without your trust and confidence.
If you're not a client already, schedule a complimentary initial consultation to find out why we're the 'Best of Bucks'
Find out about our process to see if it is right for you
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Learn more about the areas in which we help our clients
Our experienced Father and Son team can help give you financial confidence.
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...
Alex is a CERTIFIED FINANCIAL PLANNERTM and Chartered Special Needs Consultant® assisting in the planning and investing areas of the practice. He also holds a Masters in Financial Services and is a Bucks County 40 under 40 award winner.
Heidi graduated Magna Cum Laude with a Bachelors of Science in Business Administration from Temple University. She is a Retirement Income Certified Professional® and holds her PA Life & Health licensing along with her FINRA Series...