Rossi and Associates / Wealth Management Services
Experienced, reputable financial management.
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.