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Originally Posted by cab1948
I have checked previous threads on Fross and Fross Investment Firm. There is some positive info. My husband and I have a firm in Massachusetts who currently handle our funds. We would prefer to have someone local handle it for us. We talked with Fross and Fross and had decided to go with them but our current advisor told us that he looked into their firm and warned us against them. He said that no one there was designated as a Certified Financial Planner and their really employed by SII Investments. They never mentioned anything about selling us annuities, like some people have said. If your with Fross are you happy? Any info would be appreciated.
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You should be interviewing them not the other way around. Our Wealth Manager is out of MI but is licensed in many states and owns two Ameriprise practices. He has several clients in TV and I would highly recommend him after all he did manage to get us retired at an early age. Respond to this if you would like his name/number.