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...
Alex graduated with his Bachelors in Finance from Pitt, holds his Masters in Financial Services, and is a CFP® certificant. He assists with the various planning and investing functions of a fast paced financial planning practice.