It is a special honor to receive the trust of others to advise them financially and manage their money. It is a substantial responsibility that we approach with great care and respect. That care and respect begins with important disclosures for us as Scottsdale financial advisors.
Vincent Rossi, CFP® President, Chief Investment Officer
Vincent Rossi, CFP®
President
Chief Investment Officer
Vincent Rossi, CFP® President, Chief Investment Officer
Vincent Rossi, CFP®
President
Chief Investment Officer
We help individual investors solve their retirement planning, investment and wealth management problems. We provide professional retirement planning, investment management and wealth management services.
We serve our clients as a fiduciary for a professional fee only. This means that we do not receive commissions or other forms of compensation for selling insurance, annuities or other investment products to you, or trading your accounts.
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