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Rossi & Associates

Helping You Thrive and Endure.

With the uncertainly in today's world, it is important to partner with an experienced team member who seeks to fulfill your needs.  A team member you can relate to, count on and who is available to you both now and in the future. The oak tree in our logo is a unifying symbol of both the strength of a mature oak tree as well as a reminder that the mightiest oak started from the smallest acorn.  It also serves to remind us of the importance of building from strength. This strength enables the oak to endure in the harshest of storms and it  thrives over time. Serving America since 1992, we at Rossi & Associates will present only what we believe are the most suitable of portfolios for our clients. With no pressure from others to sell proprietary products, we build from what we believe meets both your investment needs and our high quality standards.

We proudly support our wounded warriors and veterans everywhere. Rossi & Associates is a veteran-owned business.



Whether you are just starting to save for your future, or are a seasoned investor, Rossi and Associates has decades of financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc. to individuals, organizations, business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.

Office Hours: Monday through Friday 9:00 a.m. to 5 p.m. Closed any time the New York Stock Exchanged is closed.  After hours appointments available upon request.  Consultations by appointment only.

Helpful Content

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

 

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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