Top-rated Bucks County financial advisory firm looks ahead to the next 100 years.
NEWTOWN, PA — Longtime Newtown Borough financial advisory firm Anthony Petsis & Associates is launching a new website today that will help tell its story, assist its clients in planning for a solid financial future, and to present its vision for serving Newtown and Bucks County for the next 100 years.
Consultant Marc Butler, who worked closely with the Petsis team to develop apetsis.com, said the new site is designed to help bring together the Petsis tradition of delivering “people-centered-advice” to the community.
In an era where people need more help than ever in managing their financial lives, Butler said the new easy to navigate Petsis site empowers them to engage with and learn from the Petsis team, hear from current clients about their experience, and leverage digital tools.
The new Petsis website is also one of the first advisor websites to harness the power of artificial intelligence (AI), says Butler.
Under the “Insights” tab, website users can use an AI-driven financial literacy tool to help clients and prospects become more informed about topics related to their financial lives and an AI chatbot to proactively communicate with the Petsis team.
“Financial literacy is a big thing in our industry because clients don’t understand a lot of what is going on,” said Butler. “This tool is a cool way for anyone to learn more about a financial topic and have it written in a way they understand.”
Tony Petsis, left, and his team taking a walk through historic Newtown.
Under the “How Can We Help You?” tab, the site gives users the ability to schedule an appointment and ask questions using an online robot or by connecting live to someone who can help. The site also provides clients with access to their personal account information through a personal log in tab.
“In an era where people need more help than ever in managing their financial lives, the new site is designed to empower users to engage with and learn from the Petsis team, hear from current clients about their experience, while leveraging digital tools,” said Butler.
Under “Our Story,” the site tells the story about how the firm has been helping people in the community for more than four decades and the many ways it has given back to the community.
“Our presence in the community in terms of how we’ve given back to the community and the fact that we’ve been in the community for 43 years, we didn’t really articulate that at all in the past,” said Butler. “The site now has a connection back to the community in ways we didn’t have before.”
Under the “Working With Us” tab, the site includes a client testimonials section that shares the story of five different clients and how they worked with Tony and the rest of the team over the years to solve real-world challenges.
The team from Anthony Petsis & Associates.
“They are real case studies of people – widows, retired people, a family with a son who has autism,” said Butler. “These are real stories where we have been able to help local families with their finances and their financial wellness.”
Other key website features include:
- Clarity of Vision, Mission, Values, and Process: Articulates a continuation of the commitment to serve the financial wellness needs of future generations of Bucks County and Philadelphia-area families for the next 100 years.
- Client Solution Delivery: Presents areas where the Petsis team specializes in serving the unique needs of clients. These areas include retirement income planning, tax planning, estate planning, risk management, and special needs planning.
- Commitment to Community: Presents local organizations where the Petsis team has contributed to the well-being of the community and remains committed to giving back in meaningful ways.
“We’re ecstatic about the launch,” said Anthony Petsis & Associates Founder and Bucks County native Tony Petsis. “With a legacy that spans two generations and a vision that transcends the present, we look forward to serving the financial needs of future generations of area families for the next 100 years. On behalf of myself and the rest of the Petsis team, thank you for the opportunity over the last 43 years to serve the residents of Bucks County and the Greater Philadelphia region.
“We grew up here, our families live here, and we’re personally invested in this community,” he continued. “We appreciate the trust our clients have put in us, and we value the relationships and personal friendships we have developed with many of you over the years.”
To learn more about Anthony Petsis & Associates and how they can help, visit apetsis.com.
As the top-rated financial advisory firm in Bucks County, Anthony Petsis & Associates is committed to empowering clients to plan their financial lives with confidence. With a legacy that spans two generations, the company serves as a trusted partner in delivering comprehensive financial advice tailored to the unique needs of our clients.
The firm’s vision transcends the present, encompassing a focused plan to serve the financial needs of future generations of families for the next 100 years.