Raymond James Financial Services

At Petrovic Financial Services, we are dedicated to helping individuals and families manage their financial lives effectively. Our team of experienced professionals offers a range of services including investment management, retirement planning, and comprehensive financial planning. We believe in providing personalized advice and service to each of our clients, ensuring that their financial goals are met and exceeded. With a focus on honesty, respect, and building personal relationships, we strive to make a positive impact on our clients' financial futures.

Our Services

We offer three levels of service: Investment Management, Retirement Planning, and Comprehensive Financial Planning. Our Investment Management services include managing your investments, handling various account types, and providing tax strategies. Our Retirement Planning specialists help establish saving and spending strategies to ensure a peaceful retirement. Comprehensive Financial Planning involves a thorough analysis of your financial situation, including your investment risk, tax situation, and retirement projections.

Meet Our Team

Our team includes three Certified Financial Planner professionals, each with diverse backgrounds in insurance companies, employee benefit companies, mutual fund companies, and financial advisory firms. This diversity allows us to harness a wide range of resources to benefit our clients. Our team members are committed to ongoing education and training to ensure that our clients receive the best possible advice.

Our Philosophy

At Petrovic Financial Services, we believe in a team approach to wealth management. We work closely with you to assess your investment risk, manage your accounts, and provide detailed reports. Our investment philosophy emphasizes the importance of understanding your tax situation and its impact on your portfolio. We also believe in transparency, providing detailed information on fees and expenses to ensure that our clients are fully informed.

Our Relationship with Raymond James

We are proud to be associated with Raymond James, a financial services firm founded in 1962. Raymond James serves as a custodian of your accounts and an excellent resource for us. This partnership enables us to offer a broader range of services and support to our clients.

Awards and Recognition

Our team has received numerous awards, including the "Five Star Wealth Manager" award for our commitment to excellence in financial planning and investment management. We are proud of these achievements and continue to strive for the highest standards in our industry.

Conclusion

At Petrovic Financial Services, we are dedicated to helping our clients achieve their financial goals. Our team of experienced professionals offers a range of services designed to meet the unique needs of each individual. We believe in the importance of honesty, respect, and personal relationships in our business philosophy. If you are seeking comprehensive financial planning and investment management services, we invite you to learn more about how we can assist you.