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Originally Posted by cab1948
I have checked previous threads on Fross and Fross Investment Firm. There is some positive and negative 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. We are confused. If your with Fross are you happy? Any info would be appreciated.
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Interesting - did you know that Fross & Fross handles the Morse portfolios?
Tom is a regular on the TV financial news stations? They handle annuities because they are safe investments for seniors with assets to protect. Just makes sense right? We've personally talked to several of their clients and they have all said that they are making money, assets are protected, and they're happy. We have transferred all our investments to them. We trust them. You'll be in better hands with Fross & Fross than any other financial institution in our area - bare none because we have been with them all from time to time!
Hope this helps! MV
