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November 2024 by Erin Kearney
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.
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September 2024 by Jon Feinstein
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 them.
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March 2024 by Lynn Ely
Wonderful, top notch , honest financial planning team!
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February 2024 by walter young
Outstanding, we have been working together since 1993.
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February 2024 by Francis Soda
Tony, Alex and their team are knowledgeable and trustworthy. A pleasure to work with for financial planning.
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January 2024 by Monica Lumpkin
Alex was incredibly kind and helpful. He gave me strong advice that I've put into practice.
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January 2024 by Sean Mc Fadden
Great firm!
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December 2023 by Kevin Brooks
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.
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December 2023 by Holly Jacobs
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.
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December 2023 by Sarah Michalski
Anthony Petsis & Associates is a great company to work with. They are always available at anytime to answer a quick question.
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December 2023 by Sarah Flisnik
A wonderful group of professionals with excellent customer service. They are very knowledgeable and willing to help.
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December 2023 by Stephanie Osborn
True professionalism and dedication to their work.
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December 2023 by Keith Meyers
True professionals
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December 2022 by Mike Garrison
I can’t say enough about Anthony Petsis and associates. The level of financial advise is unparalleled. My family has been with Heidi Hirsh for many years. I feel like she is part of the family!
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November 2022 by Mandy P
This is, by far, the best financial planning firm! Their staff is always very friendly, professional and ready/willing to help. Tony and Alex are outstanding! Their wealth of knowledge is reassuring and gives me peace of mind. They put their clients first and I know I am in good hands. Highly recommend!
