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Anthony Petsis & Associates Inc

  • Financial Planner in Newtown
  • Closed
  • 4.7
    (29)
Anthony Petsis & Associates Inc
About
Anthony Petsis & Associates Inc. is a top-rated fiduciary financial planning and wealth management firm in Newtown, PA. For 45+ years, we’ve helped individuals, families, and business owners across Bucks County build and protect their financial future. We provide holistic, personalized guidance in retirement planning, investments, tax strategies, insurance, and multigenerational wealth planning. Schedule a complimentary 15-minute Discovery Call to get started!
Contact us
(215) 968-6638Contact usDirections
Hours
Closed
Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
SaturdayClosed
SundayClosed
Insights
Accessibility
Wheelchair accessible entrance · Wheelchair accessible parking lot · Wheelchair accessible restroom ·
Amenities
Restroom ·
Crowd
LGBTQ+ friendly · Transgender safespace ·
Location
401 South State Street, Newtown, Pennsylvania 18940-1931, United States
Posts
Services
Education savings consulting
Estate planning
Reviews
4.7 out of 5
(29 reviews)
4.7
5
4
3
2
1
Lisa Hoy
a month ago
I can’t say enough good things about my experience with Marc Butler and Anthony Petsis and Associates. Marc truly goes above and beyond—taking the time to explain options clearly and tailoring his guidance to my unique needs. He answers every question with patience, and makes sure I feel confident in each decision. For the first time, I genuinely feel secure and hopeful about my financial future. If you’re looking for someone who is knowledgeable, trustworthy, and deeply invested in their clients, I highly recommend their services.
Laura J
4 months ago
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
About
Anthony Petsis & Associates Inc. is a top-rated fiduciary financial planning and wealth management firm in Newtown, PA. For 45+ years, we’ve helped individuals, families, and business owners across Bucks County build and protect their financial future. We provide holistic, personalized guidance in retirement planning, investments, tax strategies, insurance, and multigenerational wealth planning. Schedule a complimentary 15-minute Discovery Call to get started!
Hours
Closed
Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
SaturdayClosed
SundayClosed
Location
401 South State Street, Newtown, Pennsylvania 18940-1931, United States
Services
Education savings consulting
Estate planning
Contact us
(215) 968-6638Contact usDirections
Insights
Accessibility
Wheelchair accessible entrance · Wheelchair accessible parking lot · Wheelchair accessible restroom ·
Amenities
Restroom ·
Crowd
LGBTQ+ friendly · Transgender safespace ·
Posts
Reviews
4.7 out of 5
(29 reviews)
4.7
5
4
3
2
1
Lisa Hoy
a month ago
I can’t say enough good things about my experience with Marc Butler and Anthony Petsis and Associates. Marc truly goes above and beyond—taking the time to explain options clearly and tailoring his guidance to my unique needs. He answers every question with patience, and makes sure I feel confident in each decision. For the first time, I genuinely feel secure and hopeful about my financial future. If you’re looking for someone who is knowledgeable, trustworthy, and deeply invested in their clients, I highly recommend their services.
Laura J
4 months ago
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
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