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About Us

At Rossi and Associates we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to reaching your financial goals. Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals. This is the objectivity afforded by working with an independent financial consultant. We offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service.

First established in 1992, Rossi & Associates became affiliated with First Allied Securities Inc. in 1994.

First Allied Securities, Inc., our broker dealer, is one of the leading full-service independent brokerage firms in the nation. First Allied offers experienced, reputable and timely financial management with a contemporary, independent perspective.

Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

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