NEWTOWN, PA — Anthony Petsis & Associates, a respected financial advisory firm serving the local community for over four decades, has launched a redesigned website to empower clients and prospects to confidently manage their financial lives. The new website blends the firm’s tradition of delivering “People-Centered Advice” with cutting-edge technology capabilities.
In the current era where financial management guidance is more critical than ever, the revamped Petsis website offers users the opportunity to engage with the Petsis team, hear from existing clients about their experiences, and utilize digital tools. Notably, the new Petsis website is among the first advisor sites to leverage artificial intelligence (AI).
The new site features:
- Client Testimonials: Real-life case studies illustrating how the Petsis team solved clients’ challenges and their experiences working with the team over several years.
- Clarity of Vision, Mission, Values, and Process: Continuation of the firm’s commitment to serving the financial wellness needs of future generations in Bucks County and Philadelphia-area families for the next century.
- Client Solution Delivery: Details of areas where the Petsis team specializes, including retirement income planning, tax planning, estate planning, risk management, and special needs planning.
- AI-Driven Tools: The first-ever AI-driven financial literacy tool to help clients become more informed about financial topics and an AI chatbot to communicate proactively with site visitors and schedule meetings.
- Commitment to Community: Highlights of local organizations where the Petsis team has contributed to community well-being and remains committed to giving back meaningfully.
Founder and Bucks County native, Tony Petsis, expressed his excitement about the launch. “We’re ecstatic about the new Petsis website launch! With a legacy spanning two generations and a vision that transcends the present, we look forward to serving the financial needs of area families for the next 100 years,” said Petsis. “We appreciate the trust our clients have put in us, and we value the relationships and personal friendships we’ve developed with many of you over the years.”
This development underscores Anthony Petsis & Associates‘ commitment to blending tradition with innovation to deliver top-notch financial advisory services to the local community.
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