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Rossi Financial Group
1212 Suncast Lane, El Dorado Hills, California, United States
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About the Rossi Financial Group
Rossi Financial Group, located at 1212 Suncast Lane in El Dorado Hills, California, is a finance institution offering wealth advisory services at the highest level. Disrupting the financial services industry with their purpose-driven approach, Rossi Financial Group aims to help clients define what is important to them and then assist in achieving those goals. Led by Paul R. Rossi, CFA, the institution is focused on helping clients reach their financial aspirations rather than solely chasing profits.
Photos of Rossi Financial Group
1212 Suncast Ln # 1, El Dorado Hills, CA 95762, United States
Opening hours of Rossi Financial Group
Monday:
09:00 - 16:00
Tuesday:
09:00 - 16:00
Wednesday:
09:00 - 16:00
Thursday:
09:00 - 16:00
Friday:
11:00 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews of Rossi Financial Group
"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."
"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 :)"
"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!"
"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!"
"Great advice on an ongoing basis! Provided a really helpful financial plan!"
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