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Rossi Financial Group - El Dorado Hills, California

Address: 1212 Suncast Ln # 1, El Dorado Hills, CA 95762, United States.
Phone: 9167306366.
Website: rossifg.com.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, 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, United States

9167306366

The Rossi Financial Group, located at Address: 1212 Suncast Ln # 1, El Dorado Hills, CA 95762, United States, is a well-known and highly-regarded financial planning firm. They can be reached at Phone:

Reviews of Rossi Financial Group

Rossi Financial Group - El Dorado Hills, California
James Peterson
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 Star
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 Mohr
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 Mohr
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 Swenson MBA
5/5

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

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