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Fross & Fross Wealth Management
- Financial Services
- The Villages, FL
About this business
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 |
I have been a client of Fross & Fross for 20 years. It is the best decision that Steve and I made for managing and securing our financial future in retirement. We feel very confident about our choices for saving, spending and investing. Good communication and trust is key. We value and appreciate the guidance and expertise that Thom Fross and his entire staff have provided us over the years. Our relationship with their staff is not only professional but also a feeling of caring and being part of the Fross & Fross "... read more
We have been with Fross & Fross Wealth Management for years. Without fail, everyone in the office has always been professional, personable, helpful, and extremely knowledgeable. Our advisor, Casey O’Rourke, has managed our finances beautifully, which has given us confidence and security as we move into retirement. We have been completely satisfied with the service we’ve received from Fross and Fross and wholeheartedly recommend them!
I have been with Fross and Fross for more than 20 years. The firm has delivered excellent management of my resources and a resulting sense of trust in the advisors' wisdom. My husband and I travel extensively and Fross and Fross has made living our dreams possible. Apart from their expertise in wealth management, the firm shares some of their revenues with the clients. They offer: shopping bus trips, wine tastings, outdoor concerts, polo matches, and they even gather clients for a river or ocean cruise yearly. Joining this ... read more
I've been a client of F&F for 16 years and I couldn't be happier. I started with Rob and then when he retired I was introduced to Casey. Casey does a great job for me and explains everything in detail. I'm not a shining star when comes to understanding everything but I do leave there feeling really good. The entire office treats you as if you're special and always so upbeat and enjoyable. Thank you, Fross & Fross!
Casey O’Rourke has managed our Fross & Fross account since Rob Fross retired. Even though we're up in the Florida Panhandle he always keeps in touch and reviews our portfolio periodically. As retirees, we're in a more conservative plan yet still had a 9% return over the last 12 months. I would definitely recommend putting your trust in Fross and Fross.
Frequently asked questions about Fross & Fross Wealth Management
How is Fross & Fross Wealth Management rated?
Fross & Fross Wealth Management has a 4.2 star rating with 19 reviews.
When is Fross & Fross Wealth Management open?
Fross & Fross Wealth Management is closed now. It will open tomorrow at 9:00 a.m.