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Acres of Diamonds
When Markets React
Although today is a world of standardized “one size fits all” type portfolios designed by parties who do not know the individuals or families they serve, we feel that approach is not appropriate for most people. That’s why Rossi & Associates is truly independent without any proprietary pressure “from upstairs” to recommend investments & plans that may not be suitable.
Though we do have the flexibility and freedom in designing a due diligence process that works for you and your plan, there is one strategy that clearly won’t work: chasing investment performance without regard to balance, diversification and risk.
The best futures are achieved through naturally diverse investments. Like the strongest of trees, the seeds you plant today will lead to a lush canopy of comfort, shelter, and protection tomorrow.
Organic growth underlies all we do at Rossi & Associates. Together, we'll design a roadmap that starts with the future you want and ends with your dream retirement. Our approach is designed to help your retirement weather the harshest of storms.
Discover an array of services for all your financial needs.
Smart investing shouldn't perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what's to come.
Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.
Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.
Curated articles, videos, and more, for a financially savvier you.
Healthy Body, Healthy Pocketbook
When Do You Need a Will?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."