Home
About
About Us
The Petra Team
Who We Serve
Watch the Petra Video
Affiliations
Petra's Process
Contact
Begin Your Journey

Petra Financial Advisors, LLC.

Home
About
About Us
The Petra Team
Who We Serve
Watch the Petra Video
Affiliations
Petra's Process
Contact
Begin Your Journey
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Feel free to select from these: Medicare, Social Security, Tax Planning, Education Funding, Estate/Legacy Planning, Investments, IRAs & 401ks, Other

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The Petra Team

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Petra Financial Advisors, Inc., 2 N. Nevada, Suite 1300, Colorado Springs, CO, United States1-719-636-9000petra@petrafinancial.com
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Petra Financial Advisors, Inc.

2 N. Nevada Ave. Suite 1300, Colorado Springs, CO 80903

719.636.9000 

petra@petrafinancial.com

 

Disclosures

CRS Form

Petra ADV Brochure

Petra Financial Advisors, Inc. is a fee-only financial planning and investment management firm in Colorado Springs, CO. Petra provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisory practice, Petra is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

For the full scope of our services, Petra suggests new clients have a minimum of 1 million in investable assets.