Petix & Botte Financial
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
7777 Alvarado Rd Ste 520, La Mesa, Calif...Phone Number
(619) 698-6500Website
www.petixbotte.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Petix & Botte Financial
Petix & Botte Financial is a full-service wealth advisory firm that utilizes the Family 360 Formula to address and unify clients' needs and goals. With years of experience, they guide clients through various life transitions, emphasizing trust, honesty, and integrity in their relationships. Their services include retirement planning, investment management, estate planning, insurance, and tax advice, catering to individuals seeking comprehensive financial guidance. The firm operates in partnership with LPL Financial, ensuring a broad range of investment options and resources for their clients.Explore more
Petix & Botte Financial Org Chart
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Petix & Botte Financial is a full-service wealth advisory firm that utilizes the Family 360 Formula to address and unify clients' needs and goals. With years of experience, they guide clients through various life transitions, emphasizing trust, honesty, and integrity in their relationships. Their services include retirement planning, investment man... Read More
