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Yahoo
21-05-2025
- Business
- Yahoo
Anthony Petsis & Associates, Inc. Advisors Honored as InvestmentNews 5-Star Financial Planners for 2025
NEWTOWN, Pa., May 21, 2025 /PRNewswire/ -- Anthony Petsis & Associates, Inc., a leading financial advisory firm serving Bucks County families and businesses, proudly announces that all four of its financial advisors have been recognized as InvestmentNews 5-Star Financial Planners for 2025. This distinguished honor underscores the firm's unwavering commitment to delivering exceptional, people-centered financial advice and a legacy that extends to 45 years. InvestmentNews, a leading source of news and analysis for financial advisors, introduced the 5-Star Financial Planners award to honor outstanding professionals in the financial planning industry. The award aims to recognize advisors who have demonstrated exceptional client service, comprehensive financial planning expertise, and a commitment to ethical standards. Nominations were open to both peers and self-nominations, with a submission deadline in December 2024. The selection process involved a thorough evaluation of nominees' professional accomplishments, client impact, and adherence to industry best practices. The inaugural list of awardees was announced on the InvestmentNews website on April 14th. The honored advisors from Anthony Petsis & Associates, Inc. are: Anthony "Tony" Petsis, CLU®, ChFC®, Founder and Financial Consultant Alexander Petsis, CFP®, ChSNC®, Financial Planner Heidi Hirsh, RICP®, ChSNC®, Financial Planner Marc Butler, Financial Planner "We are deeply honored that our entire advisory team has been recognized by InvestmentNews," said Tony Petsis, Founder and Financial Consultant at Anthony Petsis & Associates, Inc. "This accolade reflects our collective dedication to empowering clients to plan their financial lives with confidence and our commitment to upholding the highest standards of integrity and personalized service". Anthony Petsis & Associates, Inc. has been serving the Bucks County community for over four decades, offering comprehensive financial planning services tailored to the unique needs of each client. The firm's mission is to enable clients to plan their financial lives with confidence, guided by core values of integrity, client-first focus, leadership, pride in work, community investment, teamwork, and celebrating success. This recognition by InvestmentNews adds to the firm's history of accolades, including being named the Best Retirement Planning Firm in the Philadelphia area by Wealth & Finance International in 2024. For more information about Anthony Petsis & Associates, Inc. and their services, please visit About Anthony Petsis & Associates, Inc.: Anthony Petsis & Associates, Inc. is a top-rated financial advisory firm located in Newtown, Pennsylvania. With a legacy spanning two generations, the firm is committed to delivering comprehensive, people-centered financial advice. Their vision encompasses a focused plan to serve the financial needs of future generations for the next 100 years. About InvestmentNews: InvestmentNews is a leading source of news, analysis, and information essential to the financial advisory community. They provide insightful content that helps financial professionals navigate the complexities of the industry and better serve their clients. About Wealth & Finance International: Wealth & Finance International is committed to keeping readers up to date with the fast-paced and ever-changing world of finance. The brand features businesses and finance leaders that are determined to help clients through their financial struggles and provide them with thorough advice on how to look after their wealth and assets. The 5-Star Financial Planner recognition is based on a nationwide survey, conducted by Investment News, between November 18 and December 13, 2024, to recognize outstanding financial planners in America. The survey sought nominations for financial professionals who exemplify excellence, integrity, and dedication in helping clients achieve their financial goals. Participants were asked to provide detailed information on nominees, including professional credentials, areas of expertise, and significant achievements. Nominations required confirmation from the nominee's compliance team to ensure authenticity and adherence to ethical standards. The IN team conducted an objective evaluation of each entry, assessing the detailed information provided. This evaluation also involved benchmarking against other submissions to determine the winners. There is no fee to nominate. The award is not indicative of the advisor's future performance. Third-party awards, rankings, and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. View original content to download multimedia: SOURCE Anthony Petsis & Associates
Associated Press
06-03-2025
- Business
- Associated Press
Condor Capital's Tanya Walliser and Jeanette Lucas Recognized as Forbes 2025 Best-in-State Top Women Wealth Advisors
/ -- Condor Capital Wealth Management is pleased to announce that two of our partners and senior financial advisors have been named to Forbes' 2025 Top Women Wealth Advisors Best-in-State list. This ranking highlights top female financial advisors in the industry who excel in investment management, leadership, and their commitment to client service. - Tanya Walliser (#36, New Jersey – North) - Jeanette Lucas (#50, New Jersey – North) As an advisor especially well-versed in estate planning, Tanya works with many high-net-worth families and coordinates with clients, attorneys, and accountants to settle complex estates. Her deep understanding of tax-efficient planning has made her a trusted resource for individuals and families navigating complex financial decisions. Jeanette is a Chartered Special Needs Consultant™ (ChSNC®) and Certified Divorce Financial Analyst® (CDFA®) who specializes in assisting clients through significant life transitions, especially those with special needs and individuals going through divorce. Her tailored guidance has provided clients with the clarity and stability to move forward with confidence. 'Tanya and Jeanette are outstanding professionals who bring unique expertise to the firm,' said Michael Walliser, President of Condor Capital Wealth Management. 'We're honored to have them leading the charge in our commitment to client service and proud that they have been recognized by Forbes.' The Top Women Wealth Advisors Best-In-State ranking, developed by SHOOK Research, evaluates advisors based on factors such as assets under management, revenue generated for their firms, client impact, industry experience, and other criteria. For additional information on the ranking methodology, please see Forbes' announcement. For the full 2025 Forbes Top Women Wealth Advisors Best-in-State list, visit the official ranking page. Condor Capital Wealth Management Condor Capital Wealth Management is an employee-owned, SEC-registered investment advisor. Condor is located in Martinsville, NJ, and has enjoyed being part of and servicing the local community and out-of-state clients for over 35 years. For Condor, the client always comes first; fees are based only on portfolio size, not sales commissions or number of trades. As a true fiduciary, Condor always works in a client's best interest. Advisors take the time to identify clients' short- and long-term goals, risk tolerance, tax issues, and other concerns to construct a well-diversified portfolio and ensure clients always have a plan. To learn more about Condor Capital Wealth Management, please visit or call 732-356-7323. Jeanette Lucas +1 732-356-7323 X LinkedIn Instagram YouTube Legal Disclaimer:
