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Timothy
Rossiter, CFP 1-800-ADVISER ext. 1027 Huntington, NY
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Timothy Rossiter, CFP
Office:
175 West Carver Street
Huntington NY 11740
1-800-ADVISER ext. 1027
Phone:
(631) 784-0232
Member
of The
Financial Planning Association.
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100%
Independent
100%
Objective |
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Call
Timothy
1-800-ADVISER
at ext. 1027 |
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Services Available:
Financial
Planning
Money Management
Tax Services
Estate Planning |
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Overview
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Tim
began his career in the banking industry with Brown
Brother Harriman and Company in 1966. He holds a
bachelor and a master's degree from Long Island
University with a major in Finance. He later taught at
Long Island University for several years and currently
conducts seminars on financial and estate planning as
well as on elder care.
Both
his banking experience and his background in
accounting provide him with an excellent foundation
for the development of a comprehensive financial
strategies tailored to meet the needs not only of
individuals but also of business enterprises both
large and small. Tim is committed to providing expert
counseling to his clients and also to being a
proficient and competent resource person. His
extensive background and knowledge in financial,
estate and retirement planning allow him to bring
creativity and innovation to his field. Tim's success
in the insurance industry stems from his hard work and
genuine dedication to providing only first-class
service to his clients. His constant efforts and
outstanding service have built a solid clientele
through referrals from satisfied clients, attorneys
and the accountants with whom he works.
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Available
Services
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Financial
Planning Services
Financial
planning services are available based upon your specific
financial situation and objectives. Services available
include: asset allocation strategies, cash flow planning,
retirement planning, educational funding planning, stock
option exercise planning and recommendations summaries.
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Portfolio
Management
We
begin the portfolio management process by establishing an
investment policy statement that describes your goals and
investment objectives. We analyze your assets and
liabilities and review your cash flow requirements. We
evaluate and monitor your investments and risk tolerance. We
then recommend an asset allocation strategy. Once agreed, we
implement and then monitor a portfolio strategy.
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Information
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References
References
are supplied based upon the specific type of service
you are looking for.
For
professional references, you can also contact Lawrence
Davidow, Esquire at 631-234-3030, Thomas DunLeavy, CPA
at 631-681-7056 or Clifford Starkins, CPA at
631-423-6634.
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Account
Minimums
None.
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Work Hours & Response Time
Regular
Office Hours are from 9 to 5 (Eastern), Monday through Friday; will respond daily.
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Pricing
and Fees
Fees
are based upon the specific service you desire. In
general, our fees for comprehensive financial planning
services range from $1,500 to $3,000. Portfolio
management fees are charged based upon a percentage of
assets.
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Call
Timothy Rossiter, CFP at 1-800-ADVISER ext. 1027 |
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