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Internship Program

Internship Program

Congratulations to Mateo Galletta and Landon Fischer on completing a successful summer internship with Rossiter Financial Group!

It was a pleasure having them both as part of our team this summer.  We wish you continued success and great year ahead!

Welcome Kevin D. O'Connor

Welcome Kevin D. O'Connor

Rossiter Financial Group is pleased to announce that Kevin D. O’Connor, LUTCF, CSA has joined the Rossiter Team of Financial Professionals. 

Kevin brings over 35 years of experience in the financial industry, including the past 16 years as Branch Manager for his prior Broker Dealer. 

As Kevin transitions to his well-earned road to retirement, he looks forward to spending time with his wife, Lynn, their three children, their spouses, and nine grandchildren.   

Please join us in welcoming Kevin to Rossiter Financial Group!

 

Wealth Management

We strategize with you to create your own goals-based financial plan.

We then develop and implement your customized investment, retirement, risk management and estate planning strategies to help achieve your financial goals.

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Employee Benefits & Retirement Plans

We are a full-service group insurance broker, helping business owners protect their health and financial security.

We also provide executive benefits and group retirement plan solutions such as 401(k)’s and 403(b)’s designed to attract and retain top employees.

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Medicare & Social Security Planning

Two of the most important decisions as you approach retirement are how to tackle Social Security and Medicare.

We have specialists who help create a Social Security and Medicare plan to maximize your benefits.

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MoneyGuide Pro

Everyone needs and deserves a quality financial plan.

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What We Do For You

We address every aspect of your financial life.

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When Markets React

When markets shift, experienced investors stick to their strategy.
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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Resource Center

What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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Making Sense of HSAs and FSAs

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.
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A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.
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Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.