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Fross & Fross Wealth Management

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910 OLD CAMP ROAD BUILDING 90 THE VILLAGES, FL 32162 Get Directions

(352) 205-7800

http://www.frossandfross.com/

advice@frossandfross.com

Business Details

Financial Services firm in The Villages, FL
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Business Info

  • Founded --
  • Incorporated
  • Annual Revenue $3,289,571.00
  • Employee Count 25
  • Industries Financial Services
  • Contacts Thomas M Fross

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Company Summary

Welcome to Fross & Fross Wealth Management
At Fross and Fross, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.
Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

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      • Patrick Fross, RICP®
Vice President, Wealth Advisor
      • Casey O’Rourke
Wealth Advisor
      • Rhonda E. Frasier
Office Manager
      • Judy L. Gerbig
Executive Assistant
      • Jena L. Sullivan
Registered Investment Associate Renee Hutchings
Registered Investment Associate Allison Norcutt
Registered Investment Associate Lisa Chisholm
Administrative Assistant Lisa McCarthy
Administrative Assistant Debra Townsend
Administrative Assistant Lisa Sams
Director of First Impressions Robin Kruse
Front Office Administrator

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