Our goal is to take all the pieces of your financial puzzle and put them in place.
We work to guide you along your path into financial independence.
Welcome to the website of Petruso Financial Services.
We were born out of the desire to find a BETTER way to help clients improve and organize their financial lives.
Our team specializes in meeting the needs of successful families and top-of-their-field professionals who aspire to a work-optional lifestyle and have the desire to secure a family investment legacy.
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Managing Partner, Financial Advisor
Pete coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve. He and his team implement customized strategies all as a part of the...
Lori implements a wide array of strategies to help clients achieve a reasonable rate of return on their investments, while focusing on downside protection. By focusing on steady, consistent results, with a well-thought-out plan, she...