Fross & Fross Wealth Management - The Villages, Florida

Fross & Fross Wealth Management is a well-established financial planning firm located at 910 Old Camp Rd STE 90, The Villages, FL 32162, United States. The company can be contacted via phone at 3522057800 or through their website at frossandfross.com.

Their specialties include financial planning, and they are committed to providing exceptional service to their clients. Some key features of their office include a wheelchair-accessible car park, entrance, and toilet, making it easy for everyone to access their services. It is recommended to make an appointment prior to your visit.

The company has received positive feedback from its clients, with a 4.2/5 average rating based on 21 reviews on Google My Business. This demonstrates their dedication to customer satisfaction and high-quality service.

For those seeking a reliable and professional financial planning firm, Fross & Fross Wealth Management is an excellent choice. Their commitment to accessibility, expertise, and customer care makes them stand out in the industry.

To learn more about their services or to schedule a consultation, visit their website at frossandfross.com or call 3522057800. Don't miss the opportunity to secure your financial future with the help of a trusted and experienced team.

👍 Reviews of Fross & Fross Wealth Management

Merial H.

5/5

My husband and I visited Fross and Fross in The Villages this week. When we arrived we were immediately greeted in a friendly and professional manner. We were offered a beverage while we waited. Zachariah was our agent. During the hour and a half meeting with Zachariah it was determined that Fross and Fross would not be a good fit for our needs. Zachariah set up a conference call for us with a company that would be a better fit. It was all handled in an extremely professional and caring manner. We definitely recommend Fross and Fross for your financial needs. We wish we were able to do business with them.

Richard B.

5/5

Fross & Fross are the best financial advisors we ever had. We only heard from our previous advisors when I called them and I now hear from my F&F advisor, Zechariah, many times in a year. F&F are like family to us and they have many events for their clients throughout the year. Also we are very happy with our portfolio. Rick & Nancy

Zach S.

5/5

An honest and trustful wealth management company.
-I've had nothing but positive experiences with the team since joining them 6+ months ago. Contrary to other reviews I've read, I have found them very responsive and have personally seen that they prioritize customer service. Zechariah Montera, my financial planner goes above and beyond to meet my needs. I feel very confident with my financial decision to go with them.

Jane D.

5/5

Fross & Fross is not only concerned about helping you increase your portfolio, they also care about you as a person and are there should you need them in other areas, like recommending a tax accountant or local attorney versed on your issue at hand. And of course, nothing gets more recommendations than proven success year after year. I've been a client since 9/23/2015, and I have no intentions of searching for better advisors.
Jane D.

Lori D.

5/5

Just wanted to say thank you to everyone on the Fross and Fross Wealth Management team. We appreciate your professionalism and prompt assistance always. Big kudos to Thomas, Zechariah and Leslie for your exceptional customer care in service. We really appreciate all your time and efforts in our family needs. Highly recommend Fross and Fross they are the best!

Jerry &. J. B.

5/5

Do a great job managing our money, and also make you feel like family. Jan and I work with Renee she is great.

D. L. S.

5/5

We have enjoyed our financial relationship with you Zech you have listened to us and have done a excellent job so far with our investments and dividends

Brian S.

5/5

Rob Fross has been very attentive to our needs. When we have questions and concerns he never just tells us what to do. He takes the time to help us understand what we’re investing in and why. He truly has the heart of a teacher. We highly recommend Fross & Fross.