Anthony Petsis & Associates Employee Directory

Anthony Petsis & Associates corporate office is located in 401 S State St, Newtown, Pennsylvania, 18940, United States and has 1-10 employees.

Employees by Department

Departments

Number of employees

Finance

2

Sales

2

C-Suite

1

Legal

1

Key Employees of Anthony Petsis & Associates

  • GG
    United States flag for contact location.
    Gerald Green

    Chief Compliance Officer

    PhonePhoneEmailEmail
  • PhonePhoneEmailEmail
  • PhonePhoneEmailEmail
  • PhonePhoneEmailEmail
  • PhonePhoneEmailEmail
  • PhonePhoneEmailEmail

Anthony Petsis & Associates Global Presence

globalPresence illustration
North America1-10

Index of contact profiles from Anthony Petsis & Associates

Hundreds of professionals searching for Anthony Petsis & Associates have connected with key decision-makers. Join them?
Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at Anthony Petsis & Associates

Explore people who held key positions, contributed to Anthony Petsis & Associates's success, and advanced their careers.

  1. Founder & President, A... at Osaic

    Worked as Chartered Life Chartered Financial Underwriter...

    at Anthony Petsis & Associates (1989-2026)

    email Anthony Petsis Email direct Anthony Petsis Direct
  2. Senior Wealth Strategi... at Members' Wealth

    Worked as Financial Planner

    at Anthony Petsis & Associates

    email Alexander Petsis Email direct Alexander Petsis Direct
  3. Executive Assistant To... at AnewHealth

    Worked as Manager, Administration & Communications

    at Anthony Petsis & Associates (2016-2021)

    email Samantha Martin Email direct Samantha Martin Direct

Explore More

People from Similar Companies in the Finance Industry Located in Pennsylvania, United States

Frequently Asked Questions Regarding Anthony Petsis & Associates Employees

How many employees does Anthony Petsis & Associates have?
Anthony Petsis & Associates has 1-10 employees
Who are Anthony Petsis & Associates key employees?
Some of Anthony Petsis & Associates key employees are Gerald Green
Where is Anthony Petsis & Associates located?
Anthony Petsis & Associates’s headquarters are located at 401 S State St, Newtown, Pennsylvania, 18940, United States
How do I contact Anthony Petsis & Associates?
Anthony Petsis & Associates Contact Info: Phone number: (215) 968-6638 Website: www.apetsis.com
What does Anthony Petsis & Associates do?

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... oordination, and multi-generational planning. Their dedicated team aims to guide clients through significant financial decisions while building long-term relationships as trusted advisors. Recognized as the Best Retirement Planning Firm in the Philadelphia area, they are committed to serving families across generations.Read More

Is Anthony Petsis & Associates a public company?
Anthony Petsis & Associates is private company therefore does not currently have an official ticker symbol
See more information about Anthony Petsis & Associates Employees

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.