Broker Check

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.

What We Do

About Us

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.

Click here to read more

Meet Our Team

Peter Petruso

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...

Read more

Lori Petruso Sobin

Financial Advisor

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...

Read more

Ask us a question!

Thank you!