Anthony Petsis & Associates, Inc.
Financial Services
Newtown, Pennsylvania, United States
8 employees
- Employees
- 8
- Contacts
- 1
- Emails
- 1
- Phones
- 1
Anthony Petsis & Associates, Inc. Overview
- Headquarters
- Newtown, Pennsylvania, United States
- Website
- www.apetsis.com
- Industry
- Financial Services
- Employees
- 8
- Founded
- 1980
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Anthony Petsis & Associates, Inc.
People-Centered Advice. As the top-rated financial advisory firm in Bucks County, we are committed to empowering you to plan your financial life with confidence. With a legacy that spans two generations, we serve as a trusted partner in delivering comprehensive financial advice tailored to the unique needs of our clients. Our vision transcends the present, encompassing a focused plan to serve the financial needs of future generations of your family for the next 100 years. Securities and investment advisory services offered through Royal Alliance, member FINRA/SIPC. Additional advisory services offered through Anthony Petsis & Associates, Inc. Royal Alliance is separately owned and other entities and/or marketing names, products or services referenced here are independent of Anthony Petsis & Associates, Inc. I am licensed to sell Securities in the following states: CA, CO, ID, MA, MN, NH, NJ, NM, NY, OH, PA, RI, TX, VA, WA
Anthony Petsis & Associates, Inc. Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
- Phone contacts
- 1
- 33.3% coverage
Anthony Petsis & Associates, Inc. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Marc R. Butler | ✅ Helping Business Owners & Executives Plan Their Financial Life with Confidence - Fiduciary Financial Planner - Investmentnews 5-star Financial | Greater Philadelphia, United States |
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|
| Tony Petsis, Clu Chfc | Founder, President, and Leader of the Top-rated Financial Advisory Firm in Bucks County, Pa - Passionate About Empowering Clients to Plan Their |
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|
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| Heidi S. Hirsh, Ricp®,chsnc® | Experienced Financial Planner with 30 Years of Expertise - Helping Clients Navigate Financial Success - Women Helping Women - Chartered Special Needs | Newtown, Pennsylvania, United States |
Email
Phone
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Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
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