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Become a Client

At Petix & Botte Financial, we value our clients and the relationships that are formed. We seek to meet your high expectations for personal service, insightful guidance and objective advice that serves your needs.

Schedule a discovery meeting with our advisors

We invite you to Contact Us to schedule a no-obligation discovery meeting to talk about your current situation and circumstances and your long-term objectives. Our initial meeting will focus on you, your family and your goals. You’ll have an opportunity to interview us and find out why we may be a good fit for pursuing your financial goals.

We look forward to meeting you.