BBB Accredited Business Profile

Fross and Fross Wealth Management

Fross and Fross Wealth Management

(352) 205-7800

Fross and Fross Wealth Management

10 years in business
910 Old Camp Rd
Building 90
The Villages, FL 32162-5605
Additional Phone Numbers
  • (877) 376-7741
Additional Email Addresses
  • rhonda.frasier@frossandfross.com
BBB File Opened: 02/25/2010
Business Started: 06/05/2007
Business Started Locally: 06/05/2007
Business Incorporated: 06/05/2007 in FL
Type of Entity
Limited Liability Company
Contact Information
  • Principal: Ms. Rhonda E. Frasier, Office Manager
  • Mr. Robert C. Fross, Partner
  • Mr. Thomas M. Fross, Partner
  • Mr. Patrick Fross, Vice President
  • Ms. Maria Hernandez, Administrative Assistant to Robert C. Fross
  • Mr. Casey O'Rourke, Wealth Advisor
  • Ms. Jena L. Sullivan, Registered Executive Assistant to Thomas M. Fross
  • Ms. Judy L. Watkins, Executive Assistant to Robert C. Fross

Business Category
  • Financial Planning Consultants
  • Insurance - Life
  • Insurance Consultants
  • Retirement Planning Service
  • Financial Services
  • Estate Planning & Management

Alternate Business Names
  • SII Investments
  • Fross & Fross Financial, LLC
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Fross and Fross Wealth Management

Fross and Fross Wealth Management

BBB ACCREDITATION SINCE 04/12/2011

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