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Ross Wealth Advisors
Ross Wealth Advisors : Planification de la retraite et conseils financiers de confiance à Columbus.
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Business
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Ross Wealth Advisors : Planification de la retraite et conseils financiers de confiance à Columbus.
Ross Wealth Advisors à Columbus, Ohio, offre des conseils financiers axés sur la retraite grâce à une équipe de professionnels. Avec une approche personnalisée, l'entreprise propose une planification adaptée aux clients proches de la retraite ou en retraite, y compris Social Security, Medicare et des stratégies d'économies d'impôt. Les clients louent des explications claires, des récapitulatifs vidéo hebdomadaires et un service dédié assuré par Don Ross et son équipe.
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Stratégies personnalisées pour les clients approchant de la retraite ou déjà en retraite, y compris la planification des revenus et l'optimisation fiscale.
Gestion de portefeuille personnalisée axée sur la sécurité et la croissance, adaptée à vos objectifs.
Conseils pour minimiser les impôts et optimiser les rendements grâce à des décisions financières stratégiques.
Aide experte à l'optimisation de la Sécurité sociale et à la planification de Medicare pour les retraités.
Récaps vidéo hebdomadaires et séminaires éducatifs pour tenir les clients informés des tendances du marché.
Consultations régulières pour ajuster les plans en fonction des besoins changeants et des conditions économiques.
Note globale
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
My husband, and I, have been very pleased with Ross Wealth Advisors. We started with the company, and the whole team, before long my husband retired. With Don's advice, and knowledge of the financial world, we are now retired and financially comfortable. The Team that makes up Ross Wealth Advisors have been very, professional, knowledgeable, and interested in our best interest. Thank you all!
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