Petrovic Financial Services
FEE ONLY
COMPREHENSIVE FINANCIAL PLANNING, TAX STRATEGIES
AND INVESTMENT MANAGEMENT
Whether you work for a large corporation, own a small
business, or need help with retirement planning, we offer the experience and
expertise to provide financial guidance for successfully navigating the journey
and milestones of life.
WHAT MAKES US DIFFERENT
÷Customized investment management and financial planning
÷Local and independent – rooted in our community
÷Client service and satisfaction is our main priority
÷Fiduciary – we place our client’s interest first
÷Fee only – we do not accept commission or sell any products