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Welcome to Fross & Fross Wealth Management At Fross and Fross, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
910 Old Camp Road, Building 90, The Villages, FL, 32162, United States
Get directionsWeekday | Schedule | Status |
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Mon | 9:00 a.m. to 5:00 p.m. | |
Tue | 9:00 a.m. to 5:00 p.m. | |
Wed | 9:00 a.m. to 5:00 p.m. | |
Thu | 9:00 a.m. to 5:00 p.m. | |
Fri | 9:00 a.m. to 4:00 p.m. | |
Sat | Closed | |
Sun | Closed |
My husband and I visited Fross and Fross in The Villages this week. When we arrived we were immediately greeted in a friendly and professional manner. We were offered a beverage while we waited. Zachariah was our agent. During the hour and a half meeting with Zachariah it was determined that Fross and Fross would not be a good fit for our needs. Zachariah set up a conference call for us with a company that would be a better fit. It was all handled in an extremely professional and caring manner. We definitely recommend Fross ... read more
An honest and trustful wealth management company. -I've had nothing but positive experiences with the team since joining them 6+ months ago. Contrary to other reviews I've read, I have found them very responsive and have personally seen that they prioritize customer service. Zechariah Montera, my financial planner goes above and beyond to meet my needs. I feel very confident with my financial decision to go with them.
Fross & Fross is not only concerned about helping you increase your portfolio, they also care about you as a person and are there should you need them in other areas, like recommending a tax accountant or local attorney versed on your issue at hand. And of course, nothing gets more recommendations than proven success year after year. I've been a client since 9/23/2015, and I have no intentions of searching for better advisors. Jane D.
Just wanted to say thank you to everyone on the Fross and Fross Wealth Management team. We appreciate your professionalism and prompt assistance always. Big kudos to Thomas, Zechariah and Leslie for your exceptional customer care in service. We really appreciate all your time and efforts in our family needs. Highly recommend Fross and Fross they are the best!
Do a great job managing our money, and also make you feel like family. Jan and I work with Renee she is great.
Fross & Fross Wealth Management has a 5 star rating with 14 reviews.
Fross & Fross Wealth Management is closed now. It will open at 9:00 a.m.