Broker Check

Our Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

At Rossi & Associates, we provide assistance in the following areas:


  • Corporate Bond Issues
  • Check Writing
  • Common & Preferred Stock
  • Debit & Credit Cards
  • Educational IRA & 529 Plans
  • Full Service Brokerage Accounts
  • Traditional, ROTH, SEP & Simple IRAs
  • Variable, Fixed and Income Annuities
  • Mutual Funds, UITs and ETFs
  • REITs
  • Charitable Gifting

Financial Planning

  • Portfolio Management
  • Portfolio Monitoring via the “Advantage Program” ©
  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (321) 768-7687