Rossi Financial Group - El Dorado Hills, California

Overview of Rossi Financial Group

Rossi Financial Group is a distinguished financial planning service based at Address: 1212 Suncast Ln # 1, El Dorado Hills, CA 95762, United States. With a phone number Phone: 9167306366 and an accessible website Website: rossifg.com, Rossi Financial Group stands out as a go-to resource for those seeking expert financial guidance in the El Dorado Hills area. The group specializes in providing personalized financial planning services, ensuring clients are well-equipped for their future financial needs, particularly retirement planning.

Accessibility and Facilities

Rossi Financial Group prides itself on accessibility, catering to all clients with Wheelchair-accessible car park, Wheelchair-accessible entrance, and Wheelchair-accessible toilet. These amenities ensure that every client, regardless of mobility, can comfortably conduct their business. The office also maintains a clean and welcoming environment with a standard toilet available for use.

Recommendations and Reviews

Clients have left glowing reviews, with an impressive average rating of 5/5 based on 5 reviews on Google My Business. Testimonials highlight the exceptional expertise and personal touch of Paul, the company's financial planner. Clients appreciate Paul's ability to explain complex financial concepts in an understandable manner, his professionalism, and his willingness to assist. The recommendation to schedule appointments underscores the importance of personal consultation for tailored financial advice.

Key Characteristics and What to Expect

- Expert Financial Planning: Rossi Financial Group is dedicated to helping clients navigate their financial futures with confidence.
- Client-Centric Approach: With a focus on personalized service, they ensure that each client's unique financial situation is addressed with customized solutions.
- Accessible Services: Physical and digital accessibility features make their services inclusive for everyone.
- Highly Rated: The company’s 5-star rating reflects a consistent level of satisfaction among clients.

For potential clients looking for reliable financial planning services, Rossi Financial Group presents a trustworthy option. Their commitment to client satisfaction, coupled with the accessibility of their services, makes them a standout choice in the region.

Recommendation

Considering the positive feedback and the comprehensive financial planning services offered, it’s highly advisable to reach out to Rossi Financial Group through their website rossifg.com. Whether you're planning for retirement or simply looking to optimize your financial strategy, their knowledgeable team is ready to guide you. Don't miss the opportunity to enhance your financial security with the expert advice available at Rossi Financial Group. Contact them today to schedule your appointment and take the first step towards a more secure financial future.

👍 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!