Broker Check

Our Services

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

Investments

  • Corporate, Government & Municipal Bonds
  • Check Writing
  • Common & Preferred Stock
  • Debit & Credit Cards
  • Educational IRA & 529 Plans
  • Full Service Brokerage Accounts
  • Traditional, ROTH, SEP & Simple IRAs
  • Treasury Bills, Notes and Bonds
  • Variable, Fixed and Income Annuities
  • Mutual Funds, UITs and ETFs
  • REITs
  • UTMA/UGMAs
  • 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


SERVING AMERICA SINCE 1992