Financial Advising near Lambertville, NJ

“I’ve worked with the Petsis team for several years and cannot say enough good things about their level of professionalism, responsiveness, and knowledge. Alex and Tony have been a calming voice of reason during turbulent market conditions and have provided much needed peace of mind. I have and will continue to refer friends, family, and clients to the Petsis team for the foreseeable future.”

“Glenn, Linda, and Wendy could not have been better to deal with the past two years. Not only are they super responsive, kind, and professional, but they are also experts in their field. I can't thank them enough for giving me piece of mind during tax season. On top of the great customer service they return your taxes in pristine condition with explanations and a lower taxable income to boot! Love this team.”

“Chip is amazing at what he does! No pressure to commit to anything, knowledgeable guidance. Plenty of resources, always a pleasure speaking with him regarding anything. So glad to have him managing our assets and strategically setting them up for growth. I would not hesitate to call his team!”

“Bob and his team are a complete demonstration of how things should be done. They offer Tax Advice, Financial Advising, Financial Planning, and do great work in Commercial Real Estate industry to give their clients the best returns they can. The Apex team is great with teaching lots of new skills and helping comprehend new terminology and concepts that I was unfamiliar with before. You will be in great hands here, I 100% recommend!”

“BOA is a very easy and secure place to keep your checking and savings accounts for several reasons. The BOA app is extremely user friendly and is full of excellent information that allows you to track your accounts, clearly see how you spend your money and offers budgeting tools to help you improve your money management. I find their "dashboard" especially interesting and useful for the purposes of seeing exactly how I spend and what I spend on in case I want to make adjustments to my spending. Transferring money between accounts is a breeze, depositing checks via your phone is excellent and there are plenty of branches in the event that you need to go to a physical location and get in person assistance. Their fraud protection is phenomenal and I've been notified on several occasions of suspicious activity in my checking account that was immediately detected and addressed. Last year when I was scammed by an unscrupulous group fraudulently masquerading as a legitimate organization BOA stepped into action immediately when I filed a fraud claim and I was completely reimbursed without any complications or problems after a few simple questions were answered. There was never a question about whether or not I was going to be reimbursed the funds, only a question about how much time it would take and I was pleasantly surprised by how quickly I received my funds back. I feel very secure banking at BOA and would not hesitate to recommend this institution to anyone. Knowing that they are constantly monitoring my funds is a very good feeling.”

“I have entrusted the preparation of my taxes to this fine organization for several years, and have always come away a very satisfied client! I have had both Doug and Tracy prepare my returns and never experienced any problems.”