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Fross & Fross Wealth Management

4.2
  • Financial Services
  • The Villages, FL

About this business

FinanceFinancial Services

Location details

910 Old Camp Road, Building 90, The Villages, FL, 32162, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 4:00 p.m.
SatClosed
SunClosed
4.219 reviews
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John Moreland's profile image
John Moreland 
3 weeks ago

Now that I have been retired for a few years, I am more aware of what goes into making a happy retirement. For us, Fross & Fross is a key part of our happy retirement. While I no longer work, our money needs to continue to work for us. Fross & Fross manages our retirement nest egg so that we don't have to worry about it. Their approach to managing our investments is not a set it and forget it approach. They re-allocate our funds as needed in keeping with our risk tolerance and changing market conditions. We have been w... read more

Carl Mueller's profile image
Carl Mueller 
3 weeks ago

Julie and Carl Mueller We have been with Fross & Fross for more than 17 years and are completely satisfied with the service we have received from Fross and Fross and wholeheartedly recommend them. We greatly value and appreciate the guidance and expertise that Thomas Fross and his entire staff have provided us over the years. The Fross & Fross staff is professional and their caring and inclusiveness makes us feel a part of the Fross & Fross family. Good communications via semi-annual portfolio reviews, financial news updates... read more

Bonnie Pearson's profile image
Bonnie Pearson 
a month ago

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

Barbara Zimniewicz's profile image
Barbara Zimniewicz 
a month ago

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

Corinne Costanzo's profile image
Corinne Costanzo 
a week ago

We have been customers with Fross & Fross for over 11 years. We work with Casey O'Rourk and have been very happy with him taking care of our accout. He is always available to answer any questions or concerns we may have and returns calls or emails promptly. We couldn't be happier with the firm and their staff. 

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.