Rossi Financial Group - El Dorado Hills, California

Okay, here’s a comprehensive overview of Rossi Financial Group, crafted in a formal and approachable style, suitable for someone seeking financial planning services:

Rossi Financial Group: A Trusted Partner for Your Financial Future

Rossi Financial Group is a dedicated financial planning firm committed to helping individuals and families achieve their long-term financial goals. Located in the heart of El Dorado Hills, California, the firm operates from its headquarters at Address: 1212 Suncast Ln # 1, El Dorado Hills, CA 95762, United States. Clients can easily reach them by phone at Phone: 9167306366. You can also find more information and resources on their website: Website: rossifg.com.

Services and Expertise

Rossi Financial Group specializes in providing personalized financial plans tailored to meet the unique needs of each client. They focus on a holistic approach, considering all aspects of a client’s financial life, including retirement planning, investment management, estate planning, and tax optimization. The firm’s team possesses a deep understanding of the financial markets and utilizes this knowledge to develop strategies designed for sustainable growth and security. They prioritize building strong, trusting relationships with their clients, ensuring open communication and a collaborative planning process.

Accessibility and Amenities

Rossi Financial Group is dedicated to ensuring a comfortable and accessible experience for all clients. The office is equipped with a wheelchair-accessible car park and an wheelchair-accessible entrance. Furthermore, a wheelchair-accessible toilet and general restroom facilities are available on-site. It is highly recommended to schedule an appointment in advance to guarantee a dedicated advisor is available to assist you.

Client Feedback & Reputation

Rossi Financial Group enjoys a highly positive reputation, as evidenced by its impressive average opinion of 5/5 across Google My Business reviews. The consistent praise highlights the firm’s commitment to client service and the expertise of its advisors. Many clients have noted the personal and professional approach of the team, emphasizing a willingness to go above and beyond to help them understand and navigate their financial landscapes. The firm clearly values building long-term relationships and serving as a valuable resource within the local community.

Key Features Summarized

• Specialties: Financial Planning
• Location: 1212 Suncast Ln # 1, El Dorado Hills, CA 95762
• Phone: 9167306366
• Website: rossifg.com
• Accessibility: Wheelchair Accessible
• Recommendation: Appointments Recommended

Concluding Recommendation

For individuals seeking a knowledgeable, trustworthy, and client-focused financial planning partner, Rossi Financial Group presents an excellent choice. Their dedication to accessibility, combined with their strong reputation and expertise, makes them a valuable asset for anyone looking to secure their financial future. We strongly encourage prospective clients to visit the firm’s website at rossifg.com to learn more about their services and schedule a consultation. Contact Rossi Financial Group today to begin building a brighter financial tomorrow.

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👍 Reviews of Rossi Financial Group

James P.

5/5

Paul has been instrumental in helping understand how to intelligently plan for future retirement. His knowledge and understanding of the financial markets is outstanding. Paul is very personable, professional and always willing to help. Happy to have a great resource like Paul in my home town. Highly Recommended!

Loan S.

5/5

Working with Paul has been educational and informative. His Fiduciary Fee-only approach is unique and sets him apart from the other advisors in the area. His experience, knowledge and compassion makes him stand out and you will feel the same way the first time you talk to Paul. He is a member of the CFA which I found to be comforting as the CFA institute is a global association of investment professionals. Paul Definitely has more than just hometown experience to offer. If your well established financially or want to plan and invest for the future Paul is the person to talk to! I recommend Paul to anyone.

Mariah M.

5/5

The Rossi team are always professional, kind, and very efficient. It’s always a pleasure to do business with them and I always end up with a big smile on my face! Definitely recommending Paul to all of my friends and family 🙂

Brendan M.

5/5

Paul is incredibly knowledgeable, friendly, and incredibly helpful. Him and his team will go above and beyond to help you out the way you deserve. Could not recommend them more highly!

Seth S.

5/5

Great advice on an ongoing basis! Provided a really helpful financial plan!