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