Our Mission Statement

Petros Financial Services, Inc.
Frank Benischeck, President

When planning for retirement, as you search to find the right company, it is very important that you choose a firm that has integrity and a strong commitment to help their clients, putting their best interests first.  In addition, it is important to know that the person you work with has the experience you need to help you through the challenges and obstacles that come in planning your retirement. Our commitment to you is to make sure that all of your needs are met. Through careful listening and planning we make sure that you are in control and able to accomplish the goals that are important to you in your life.

Our mission at Petros Financial Services is to help our clients create and grow their wealth, protect and preserve their life savings, and plan for the distribution of that life savings in the most tax advantageous manner while living and at death. We apply the highest ethical standards in everything we do. Nothing is more important than our reputation for integrity and honesty.

The values we embrace to support this mission include:

• Service: We provide superior, caring and individualized service to clients and their families.

• Availability: We will be here for you and your family and through the generations as your legacy is passed on.

• Security: Our top priority is the safety of your assets and your peace of mind so you can have a successful retirement.

• Confidence: You can be assured that you will have a confident retirement through our caring, dedicated support staff.

• Trust: We want nothing more than to deliver our services with utmost trust because we are committed to doing the right thing not only during your retirement but also as your estate is settled upon your death.