Petso Financial welcomes new clients. Please call, email, or use the contact us form to schedule your first appointment.


Frequently Asked Questions:

How much will you charge for my first visit?                                                  

There is no charge for a first-time consultation. 

What information should I bring to my first meeting?                            

View/download appointment checklist

I am comfortable doing my own investing, but would like a second opinion. Do you offer a one-time advising session?

This is not a regular service offered by Petso Financial, but in some circumstances this can be arranged for a flat fee.

Do you provide guidance on speculative investing like penny stocks or timing the market? 

It is our philosophy that being financially secure takes time and patience. We do not believe in taking the short-term view of your financial picture. If you would like to purchase a speculative security, opening a self-managed brokerage account is normally less costly.

Where can I find more information on investing?

Financial Industry Regulatory Authority (FINRA) has valuable information on their investor page.

How can I do more research on your firm and advisors?                    

Please visit the SEC's Investment Adviser Public Disclosure site for detailed information on investment professionals.