Petredis Investment Advisors of Wells Fargo Advisors does not prospect for new clients. For the past three decades, we have built our investment clientele solely by receiving client referrals. We take pride in that hundreds of our clients have recommended our team to their family, friends and colleagues.
At this time, we only welcome referrals from existing clients, estate attorneys, tax professionals or other related professionals. As a potential new client, when contacting us please include the name of the existing client or professional who facilitated the referral.
We look forward to hearing from you.