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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.

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Meet Our Team

Peter Petruso

Managing Partner, Financial Advisor


Pete coordinates the financial planning process and helps identify your goals, recognizing that some of those goals will change as your life unfolds and your needs evolve. His focus is implementing customized strategies for your future.

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Lori Petruso Sobin

Partner, Financial Advisor

Lori joined Petruso Financial in October 2006. She plays a crucial role in the office, handling evertyihg from client meetings to administrative tasks. Her primary goal is to ensure that our clients are well informed and fully...
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