Quote:
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.
|
I'm happy with those guys (and all the helpful ladies). In early 2009 I gave them my money and they have been doing great. Most of it is in funds, and some is in an anuuity. The last two years the guy at H&R block said something because I did well and didn't pay alot in taxes.