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The Petix & Botte Client Experience

There is a reason why so many of the relationships we have developed with our clients over the years have expanded to become cherished friendships.

We believe that lasting relationships are built on mutual trust. Our goal is to work with individuals, families and business owners who are motivated to seek out and implement the advice and guidance best suited to their needs.

We believe that helping you grow and protect a lifetime of assets requires insight into the latest financial and economic developments, strategies and trends, along with access to unbiased research and an objective perspective. We also believe it can take place in a relaxed, congenial and friendly environment. We seek to bring these attributes to you along with more than 44 years of combined industry experience.

At Petix & Botte Financial, we strive to ensure your experience results in the knowledge that:

  • Your financial life is organized and under control.
  • You have access to and can track all of your finances in one location, no matter where you may be.
  • You are in competent hands as we seek to provide answers and strategies to all of your financial concerns and needs.
  • You are supported by an experienced team of advisors and financial professionals who care about your individual needs, challenges, dreams and concerns.
  • We treat you like family, applying the same prudent approach and objective perspective to your needs as we employ with our own family members.

We invite you to discover the value of experience, personal service and objective, independent investment advice as we work with you to develop a strategy that seeks to accomplish your goals.

Contact Us to schedule a no-obligation introductory meeting.