Anthony Petsis & Associates Inc. is a top-rated financial advisory firm. Reviews describe it as a great and the best financial planning firm. The level of financial advice and knowledge is unparalleled, reassuring, and provides peace of mind. The team shows high professionalism, responsiveness, and a client-first approach. Staff are very friendly, personable, and always available to help. They are a calming voice of reason, offering personalized and holistic strategies. Clients feel they are in good hands, highly recommend the firm, and enjoy working with them for many years.
Great firm, the staff go out of their way to help with a focus on the customer. Solid, helpful advice and prompt responses to questions
December 2025
Not only wonderful competence, but people who treat you like you are part of their family.
November 2024
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.
