Anthony Petsis & Associates corporate office is located in 401 S State St, Newtown, Pennsylvania, 18940, United States and has 1-10 employees.
anthony petsis & associates inc
anthony petsis and associates
anthony petsis
anthony petsis associates inc
anthony petsis & associates
anthony petsis and associates inc
Departments
Number of employees
Finance
2
Sales
2
C-Suite
1
Legal
1
| Location | People at location |
| North America | 1-10 |
Explore people who held key positions, contributed to Anthony Petsis & Associates's success, and advanced their careers.
Founder & President, A... at Osaic
Worked as Chartered Life Chartered Financial Underwriter...
at Anthony Petsis & Associates (1989-2026)
Senior Wealth Strategi... at Members' Wealth
Worked as Financial Planner
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Executive Assistant To... at AnewHealth
Worked as Manager, Administration & Communications
at Anthony Petsis & Associates (2016-2021)
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Anthony Petsis & Associates is an independent wealth advisory firm located in Bucks County, Pennsylvania, specializing in fiduciary financial services for successful families. With over four decades of experience, they provide personalized retirement planning, investment advice, and wealth management, focusing on estate and legacy strategies, tax c... Read More