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About Us

Robert Rossiter opened our doors in 1947 with a primary focus to assist corporations in obtaining property and casualty insurance. His philosophy was simple, "treat others how you would like to be treated".

In 1983, Timothy Rossiter, CFP expanded our organization by introducing wealth management, life insurance, and employee benefits to the firm, creating multiple services for our growing client base. While our company was expanding, servicing our clients with a first-class experience remained our primary focus.

To assist with the expansion of the firm, Daniel Rossiter joined the firm in 2002. His background on the institutional side of the financial services industry assisted him in propelling the growth of the firm through client referrals and strategic acquisitions. Dan and his team are committed to implementing cutting-edge technology to continually enhance the client/advisor experience.

With an excess of over $350 million in assets under management, we continue to take a personal approach with every client, getting to know you and exactly what is important to you and your family as you move through the stages of your lives. No one strategy fits all, which is why each client gets individualized attention—from planning to execution through follow-up. Since life does not remain static, neither should your financial strategies. We always monitor and adjust for changes throughout the life of your plan.

Our Primary Purpose

One of the key strengths that sets us apart in our industry are our valued employees. With an average employment tenure of 15+ years, we are confident your “client experience” with any one of our licensed professionals will be a pleasant one!

From wealth management, retirement, employee benefits, Medicare and social security planning, we have specialists who can implement the best strategies to put you on a clear path to lasting financial security and peace of mind.


Please click below to see what current clients are saying about us....

Client Testimonials

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