Rossi Financial Group - El Dorado Hills, California

Address: 1212 Suncast Ln # 1, El Dorado Hills, CA 95762.
Phone: 67306366.
Website: rossifg.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Rossi Financial Group

Rossi Financial Group 1212 Suncast Ln # 1, El Dorado Hills, CA 95762

⏰ Open Hours of Rossi Financial Group

  • Monday: 9 AM–4 PM
  • Tuesday: 9 AM–4 PM
  • Wednesday: 9 AM–4 PM
  • Thursday: 9 AM–4 PM
  • Friday: 11 AM–4 PM
  • Saturday: Closed
  • Sunday: Closed

Rossi Financial Group: A Comprehensive Overview

Rossi Financial Group, located at 1212 Suncast Ln # 1, El Dorado Hills, CA 95762, is a esteemed financial planning firm that has been dedicated to assisting clients with their financial goals for years. Their phone number is 67306366, and their website provides a wealth of information and resources.

Specialties and Services

Specializing in financial planning, Rossi Financial Group offers a wide range of services to cater to the diverse needs of their clientele. With a strong focus on retirement planning, the firm has earned a stellar reputation for its expertise and personalized approach.

Accessibility and Convenience

The firm's commitment to accessibility is evident in their provision of a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom. Additionally, appointments are recommended to ensure a seamless experience for clients.

Client Feedback and Opinions

Rossi Financial Group has garnered a impressive 5/5 average opinion from its clients, as reflected in the 5 reviews on Google My Business. Clients consistently praise the firm's knowledge and understanding of the financial markets, as well as the personable and professional demeanor of its representatives.

Paul, a key member of the team, has been instrumental in helping clients understand how to intelligently plan for future retirement. His expertise and willingness to go above and beyond for his clients have earned him high praise and a loyal following.

A typical review might state, "Paul has been very personable, professional, and always willing to help. I am happy to have a great resource like Paul in my home town. I highly recommend Rossi Financial Group."

Final Recommendation

If you are seeking a reliable and knowledgeable financial planning firm, Rossi Financial Group should be at the top of your list. With their comprehensive range of services, accessible location, and excellent client reviews, they are well-equipped to assist you in achieving your financial goals. To learn more or schedule an appointment, visit their website today.

👍 Reviews of Rossi Financial Group

Rossi Financial Group - El Dorado Hills, California
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!

Rossi Financial Group - El Dorado Hills, California
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.

Rossi Financial Group - El Dorado Hills, California
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 🙂

Rossi Financial Group - El Dorado Hills, California
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!

Rossi Financial Group - El Dorado Hills, California
Seth S.
5/5

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

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