Petrovic Financial Services
Whether you work for a large corporation, own a business, or are now retired, you deserve comprehensive wealth management. Our "fee-only" firm covers the broad spectrum of investment management, retirement planning, tax management and estate planning to help build your wealth and create a financial legacy. Our team’s professional designations include three Certified Financial Planners®, Certified Public Accountant and Chartered Financial Analyst®, with a combined experience of over 60 years. In addition, our support staff of six works to provide the very best in research and client services. Our president, Alex Petrovic represents three generations of financial planners. His goal, as was his grandfather and father before him, is to provide comprehensive financial planning and investment management with honesty, integrity and a strong commitment to you and your family.
7-day free trial · no credit card
Verified contacts
1
available on Kipplo
LinkedIn employees
1
1 to 10 range
Open roles
—
no listings
Distinct roles
1
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 1 verified contacts at Petrovic Financial Services
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
1 contacts with verified email or phone · masked until revealed.
Showing 1 of 1 verified contacts
Top roles at Petrovic Financial Services
1 distinct titles indexed · top 1 shown.
- 1communications specialist
Sign up to unlock all 1 contacts at Petrovic Financial Services
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 1 verified contacts at Petrovic Financial Services
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.