At Rozovics Group we constantly work to find ways to provide quality service in a simple way. So offering wealth management services literally a few feet from your accountant just made sense.
In this complicated world of ever-changing tax laws and investment products we felt offering these services under the same roof would provide our clients with one location as a Financial Resource Center. No more "you need to ask your tax advisor", because they are in the same building.
Rozovics Group Wealth Management Division is dedicated to helping our clients plan for their financial futures. We know a sound Financial Plan is an essential blueprint for pursuing comfort, protection, and confidence that those you care about will be taken care of. Understanding how to bridge the financial gap of where you are today and where you want to be in the future is enlightening and rewarding. Rozovics Group Wealth Management Division will help you envision a clear path to your financial future and enable you to see the bigger picture. Our team will help you navigate the unpredictable shifts in today’s everchanging economic environment.