Happy to be in their hands… Especially Marc Butler! He has been extremely helpful in getting me on track for my future. Trustworthy. Quality. Family feel. So grateful.
September 2024
Had it not been for the prescience of the legendary business person/consultant/author, Marc Butler, who introduced us to the incredibly talented and personable Heidi Hirsch, we would never have been exposed to the great work of Heidi and Anthony Petsis & Associates! We really enjoy working with her, and highly recommend... read full comment
March 2024
Wonderful, top notch , honest financial planning team!
Established in 1981, Anthony Petsis & Associates Inc. is a top-rated financial advisory firm in Newtown, Pennsylvania, delivering personalized, fiduciary-driven financial advice with a commitment to empowering clients to take charge of their financial future. They utilize a holistic approach, ensuring that strategies are customized to meet each client's unique needs. Their vision extends beyond the present, aiming to partner with families to build and preserve wealth for generations.
