Rossi Financial Group - El Dorado Hills, California

Rossi Financial Group es una empresa de asesoramiento financiero con sede en El Dorado Hills, California, en el estado de California, Estados Unidos. La empresa se encuentra ubicada en la dirección 1212 Suncast Ln # 1, y puede ser contactada por teléfono en 9167306366 o a través de su sitio web en rossifg.com.

Especialidades

Financial planner es la especialidad principal de Rossi Financial Group. La empresa ofrece asesoramiento financiero personalizado a sus clientes, ayudándoles a planificar y alcanzar sus objetivos financieros.

Características

• Ubicación: El Dorado Hills, California
• Dirección: 1212 Suncast Ln # 1
• Teléfono: 9167306366
• Sitio web: rossifg.com
• Horarios de apertura: Apoyo a citas recomendado
• Accesibilidad para personas con discapacidad: Estacionamiento y entrada accesibles para sillas de ruedas, baños accesibles para sillas de ruedas

Opiniones

Según las opiniones de los clientes, Rossi Financial Group ha demostrado ser una empresa confiable y profesional. Los clientes elogian la personalidad amigable y el conocimiento excepcional de Paul, quien ha sido instrumental en ayudar a los clientes a planificar su futuro financiero.

Media de opinión

La media de opinión de Rossi Financial Group es de 5/5, lo que refleja la satisfacción general de los clientes con los servicios de la empresa.

Otros puntos de interés

Rossi Financial Group ofrece una variedad de servicios financieros personalizados, diseñados para ayudar a los clientes a alcanzar sus objetivos financieros.

👍 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!