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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

Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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The Other Sure Thing

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
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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.