Anthony Petsis & Associates
My wife and I have lived in the Bucks County area for about eight years. We have been highly disciplined savers over the years, but we realized about a year ago that we needed professional help. While we want to effectively plan to eventually retire, our number one priority is ensuring we have a plan for the long-term needs of our autistic son. It's critical that there is enough money to ensure his happiness during his adult life and that he can lead a purposeful, beneficial life. We also want to make sure this money is protected and that he doesn't get taken advantage of. We chose to work with Alex because of his expertise in helping special needs families,but more importantly, he shared our values. This was very important to us. In addition to helping us with our planning and...
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Sentiment Analysis
Wonderful, top notch , honest financial planning team!
Great firm!
He gave me strong advice that I've put into practice.
Tony, Alex and their team are knowledgeable and trustworthy.
Outstanding, we have been working together since 1993.
I’ve worked with the Petsis team for several years and cannot say enough good things about their level of professionalism, responsiveness, and knowledge.
True professionals
A wonderful group of professionals with excellent customer service.
True professionalism and dedication to their work.
They are always available at anytime to answer a quick question.
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