Broker Check

Check out where you can find Anthony Petsis and Associates in the media:

Check out the clip to hear what me and some of the leading industry experts think about Financial Wellness! 

I am pleased to be apart of the eMoney Advisor family and an active participant in their media outreach!


See our Below Video for Exciting News on 401(k)s and IRAs for 2022: FINALLY some good news on taxes!
Learn about new limits for your 401(k) contributions as well as the new, HIGHER income phaseout limitations on Roth IRAs!

Enjoy our video on the Social Security Cost of Living increase below:

Alex on "That Makes Cents" podcast<br/>

Alex on "That Makes Cents" podcast

Congratulations to Alex Petsis, CFP® ChSNC® for being featured in eMoney's "That Makes Cents" Podcast. Alex discusses undeserved communities in the "99%" and his passion for serving those with special needs.

Feel welcome to watch the Podcast below

or download it wherever you find Podcasts!

Click Here to Watch
Alex added as Contributor to eMoney Blog

Alex added as Contributor to eMoney Blog

Alex is honored to be a contributor to the eMoney Heart of Advice Blog, providing insights and best practices for successful financial planning engagement.

Click here to Read Alex's Insights
Alex quoted in US News and World Report

Alex quoted in US News and World Report

Our own Alex Petsis was recently quoted in US News and World Report regarding annuities in retirement. Click below to read his thoughts:

Click here to read the article (and Alex's Quotes)
Alex featured on the Academy of Special Needs Planners' Facebook Page

Alex featured on the Academy of Special Needs Planners' Facebook Page

We are proud to be members of the Academy of Special Needs Planners, an organization whose members focus on providing the highest qualify of advice to persons with special needs and their families.

Click Below to schedule Alex or Tony to speak or present for your organization:

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