Anthony Petsis & Associates Inc
401 South State Street, Newtown, PA 18940
About the Business
Anthony Petsis & Associates Inc is a renowned finance institution located at 401 South State Street in Newtown, Pennsylvania, United States. With a team of experienced professionals, they specialize in providing a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or wealth management, Anthony Petsis & Associates Inc has the expertise to help you achieve your financial goals. Their personalized approach and commitment to excellence set them apart as a trusted partner in financial planning.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Tony, Alex and their team are knowledgeable and trustworthy. A pleasure to work with for financial planning."
"Alex was incredibly kind and helpful. He gave me strong advice that I've put into practice."
"Anthony Petsis & Associates is a great company to work with. They are always available at anytime to answer a quick question."
"I’ve worked with the Petsis team for several years and cannot say enough good things about their level of professionalism, responsiveness, and knowledge. Alex and Tony have been a calming voice of reason during turbulent market conditions and have provided much needed peace of mind. I have and will continue to refer friends, family, and clients to the Petsis team for the foreseeable future."
"I called to ask a simple question and was told I could not speak to someone til the following week. I asked if there was anyone else I could speak to sooner as I thought the stock market might be affected by the Fed lowering interest rates the following day. I was told there Was someone available the following day and they gave me that appointment. They didn't say it would be a problem or that they would have to go out of their way to or that they would have to change around meetings to fit me in. When I did speak with the adviser and told her that I only had a small amount of money to invest she said it was too small an amount of money to invest and made me feel like I wasn't important since I didn't have a lot of money and I was not worth their time and I was small and inconsequential. She did not spend much time talking to me and I realized when I hung up that I had forgotten to ask a couple of questions that I was wondering about. When I called back, one of the owners of the company got on the phone and was very angry with me for wasting their time. He said he was told this call was Urgent and an emergency, which I never said and Ihe was not very nice to me about it and really made me feel bad, which really which was very unprofessional of him. He really made me feel awful and I was quite surprised because he seems so nice in their commercials. I am really disappointed in the way they treated me and would not recommend them to anyone."
-
TIAA Financial Services41 University Dr Suite 400, Newtown, PA 18940, United States
-
Diener Money Management, Inc.120 S State St, Newtown, PA 18940, United States
-
Merit Financial Advisors, LLC538 Durham Rd, Newtown, PA 18940, United States
-
The BR Consulting Group - UBS Financial Services Inc.Stocking Works, 411 S State St, Newtown, PA 18940, United States
-
Summit Financial Advisors LLC12 Penns Trail, Newtown, PA 18940, United States
-
Oak & Stone Capital Advisors120 S State St, Newtown, PA 18940, United States
-
KEJ Financial AdvisorsNewtown, PA 18940, United States
-
Allied Financial Advisors, LLC3 Terry Dr Suite 201A, Newtown, PA 18940, United States
-
American Advisors, LLC213 Jane Chapman Dr E, Newtown, PA 18940, United States
-
Paladin Retirement Advisors532 Durham Rd, Newtown, PA 18940, United States
-
American Portfolios139 N State St, Newtown, PA 18940, United States
-
Bucks County Financial Planning Group, Inc.41 University Dr #400, Newtown, PA 18940, United States
-
Insight Advisors, LLC10 N State St, Newtown, PA 18940, United States
-
GWH Advisors & Accountants16 N State St, Newtown, PA 18940, United States
-
Griffiths Financial Services780 Newtown Yardley Rd STE 310, Newtown, PA 18940, United States
-
Exencial Wealth Advisors41 University Dr Suite 400, Newtown, PA 18940, United States
-
Uehling Wealth Management - UBS Financial Services Inc.411 S State St 2nd Floor, Newtown, PA 18940, United States
-
Prism Advisory Group LLC4 Caufield Pl #102, Newtown, PA 18940, United States
-
Raymond James & Associates5 Caufield Pl Ste 201, Newtown, PA 18940, United States
-
Thrift Financial12 Penns Trail, Newtown, PA 18940, United States
-
Beyond Investments WM Group - UBS Financial Services Inc.411 S State St 2nd Floor, Newtown, PA 18940, United States
- Financial Consulting
- Financial Advisor
- Tax Advisor
- Audit & Consulting
- Business Growth Strategy
- Business Succession Planning
- Business Wealth Management
- Corporate Finance Solutions
- Estate Planning
- Expert Investment
- Family Financial Planning
- Finance Institution
- Financial Advisor
- Financial Planning
- Individual Retirement
- Investment Advice
- Investment Management
- Investment Portfolio
- Investment Strategies
- Long-Term Investing
- Personalized Finance
- Retirement Planning
- Retirement Savings
- Small Business Finance
- Small Business Funding
- Taxation Services
- Wealth Creation
- Wealth Management
- Wealth Preservation
List of local businesses, places and services in Pennsylvania
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos