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Ross Wealth Advisors
Ross Wealth Advisors: Planificación de la jubilación y asesoría financiera de confianza en Columbus.
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Ross Wealth Advisors: Planificación de la jubilación y asesoría financiera de confianza en Columbus.
Ross Wealth Advisors en Columbus, Ohio, ofrece orientación financiera centrada en la jubilación a través de un equipo de profesionales. Con un enfoque personalizado, la firma propone planes adaptados a clientes cercanos a la jubilación o ya jubilados, incluyendo la Seguridad Social, Medicare y estrategias para ahorrar impuestos. Los clientes elogian explicaciones claras, resúmenes en video semanales y un servicio dedicado de Don Ross y del equipo.
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Estrategias personalizadas para clientes que se acercan a la jubilación o que ya se encuentran jubilados, que incluyen la planificación de ingresos y la optimización fiscal.
Gestión de carteras de inversión personalizada con un enfoque en la seguridad y el crecimiento adaptada a sus metas.
Consejos para minimizar impuestos y maximizar los rendimientos mediante decisiones financieras estratégicas.
Asistencia experta para optimizar la Seguridad Social y la planificación de Medicare para jubilados.
Resúmenes semanales en video y seminarios educativos para mantener a los clientes informados sobre las tendencias del mercado.
Consultas continuas para ajustar los planes según las necesidades cambiantes y las condiciones económicas.
Calificación general
Ronald Coyle
Don always listens to our concerns and questions we have. Don has explained to us the important to keep some of our investments safe from the stock market. We have had good discussions about future taxes and made changes to helps us. Don's has several people on his team that are expert in many topics. We have used them and got great answers on Social Security, Medicare and tax saving ideas. I highly recommend Ross Wealth Advisors for advise on your future retirement planning.
Angela Daugherty
We have been with Ross Wealth Advisors for over a year. Having limited knowledge of the stock market and other investment opportunities we needed someone who knows what they are doing and can explain it in simple terms. We found that in Don Ross and we are very happy with Don and his entire team. His weekly video recaps of the week are very helpful for us. We highly recommend you schedule a meeting with Don.
Barbara Leman
Several years ago my husband and I started our search for a financial advisor that specialized in advising those close to retirement or who had already retired. We were fortunate to have met Don Ross of Ross Wealth Advisors. Don developed a plan based on our needs and desires for our retirement. He has made himself and his team of professionals available to us as we prepare for the retirement date. Don takes a personal interest in all his clients and demonstrates his integrity and knowledge every time we meet. We have recommended Don and his team to friends and relatives and will continue to do so.
Jacqueline Nelson
After attending Don Ross’s financial seminar, I met with Don for a personal financial consultation. I was highly impressed with Don’s knowledge/skills to help me manage and build my financial portfolio! I have been with the Ross team for several years and I am very satisfied with their level of professionalism, financial knowledge/skills, customer service as well as the friendly and extreme kindness each team member provides to individuals attending Ross events. The Ross team are excellent role models for what great customer service should look like!!
Patty Sheets
Mi esposo y yo hemos estado muy satisfechos con Ross Wealth Advisors. Empezamos con la empresa y con todo el equipo; pronto mi esposo se jubiló. Con el consejo de Don y su conocimiento del mundo financiero, ahora estamos jubilados y financieramente cómodos. El equipo que forma Ross Wealth Advisors ha sido muy profesional, conocedor e interesado en nuestros mejores intereses. ¡Gracias a todos!
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