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.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Here are six flags that may make your tax return prime for an IRS audit.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
If you find it hard to attain personal life goals, there’s an app for that!
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Peer-to-peer payment apps are one of the newest ways to send money.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
That big list of dreams and goals isn't the only way to look at your bucket list.
Agent Jane Bond is on the case, cracking the code on bonds.
Here are five facts about Social Security that might surprise you.