Peoples Financial Planning of Raymond James - Melbourne (FL)

Dolled Up Krissy I have been trusting them with my tax preparation and finances for years. Very knowledgeable and precise. I recommend to everyone I know.

Betty Bost We became clients of Rossi Associates when Steve Sr was there and continued when Steve Jr took over. Wouldnt consider having anyone else handle our finances. Hes never steered us wrong and we trust him explicitly. His staff is great.

Ernie Sanchez Colleen is so incredibly sharp and savvy on portfolio design to maximize what you have as tempered by your risk comfort. Shes just a joy to work with; so personable and friendly. If youre looking for a financial advisor, go see her....now!

Chelsea Saddler Knowledgable and efficient. Best choice I ever made.

Linda Adams Ryan Adams is the best. I put my trust in him because I know him personally. I am amazed at what he has done for me. He does know his stuff.