Rossi & Associates - Melbourne (FL)

Nancy Cornwell I have a IRA with them and they are making me money , there great to deal with and very nice, you would be a fool to not use them.

Joseph Mayer My wife and I have been working with Three Bridges Planning as our financial planner/investor for a couple of years now, and we are thrilled with the results. Our financial portfolio continues to grow at an excellent rate, and the advice and recommendations provided by Brendan and Brian have been spot on every time. They are super client oriented and we always leave after meetings feeling valued and well taken care of. Along with their support staff (Samantha and Judy), they are efficient, friendly, professional, highly knowledgeable, and always current on the latest market trends. They have helped us with tax concerns and navigating our healthcare/medicare/social security options as well. We highly recommend Three Bridges Planning for anyone in need of financial planning/investing advice!!!

Ian C Always a wonderful experience getting my taxes done with karen at a better ledger, quick efficient and never a doubt in my mind they are done perfectly. I love the yearly comparisons on my breakdown I get every year. I can’t say enough amazing things about this company and Karen!!!

Sam Silvia It has been a wonderful experience with Fred. When I retired, he helped figure out what do to financially and in laymen terms! I have never looked back. Trustworthy, kind, and patient.

Fred Houston Company does not respond to emails or messages.