Rossiter Financial Group Inc
Experience the difference
5.0
★★★★★
1 reviews
Personalized financial planning and wealth management since 1947
About
Established in 1947, Rossiter Financial Group combines the resources of a large firm with the personal attention of a small practice. Services include wealth management, employee benefits, Medicare/Social Security planning, and behavioral finance strategies.
With over $350 million in assets under management, the firm emphasizes individualized financial planning tailored to clients' life stages and goals.
Personalized attention with large firm resources
76 years of experience
Team with 15+ year average tenure
Services
Wealth Management
Customized investment, retirement, risk management, and estate planning strategies
Goals-based planning
Investment strategies
Estate planning
Employee Benefits & Retirement Plans
Group insurance, 401(k)s, and executive benefits solutions
401(k) administration
Group insurance
Executive benefits
Medicare & Social Security Planning
Maximizing benefits through strategic planning
Medicare analysis
Social Security optimization
Credentials & Certifications
CFP
Since 1983
LUTCF
Since 2023
Reviews
Rating
5
★★★★★
Reviews
1
Frequently Asked Questions
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Location
Location of Rossiter Financial Group Inc, 175 W Carver St # 102, Huntington, NY 11743 · View on Google Maps
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