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Fross & Fross Wealth Management
- Financial Services
- The Villages, FL
About this business
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.
Location details
910 Old Camp Road, Building 90, The Villages, FL, 32162, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| 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 |
Patrick Fross 's management of my retirement accounts has been exceptionally well thought out and administered for several years. His talent and experience have guided me through a world pandemic, several administrations and market volatility with confidence and authority during good and bad times. I will always be a dedicated client of the Fross and Fross Family and especially, Patrick Fross!
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
Fross & Fross are the best financial advisors we ever had. We only heard from our previous advisors when I called them and I now hear from my F&F advisor, Zechariah, many times in a year. F&F are like family to us and they have many events for their clients throughout the year. Also we are very happy with our portfolio. Rick & Nancy
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.
Frequently asked questions about Fross & Fross Wealth Management
How is Fross & Fross Wealth Management rated?
Fross & Fross Wealth Management has a 5 star rating with 14 reviews.
When is Fross & Fross Wealth Management open?
Fross & Fross Wealth Management is closed now. It will open at 9:00 a.m.