Ross Wealth Advisors

Positive: Professionalism, Quality, Responsiveness
My experience with Ross Wealth Advisors, has been one of professionalism, mutual respect and trust. Don took the time to get to know me and understand my financial goals, and prepared a strategy that makes sense to, and works for me. He and the RWA staff are knowledgeable, accessible, and make me proud to be a member of the RWA family.

Don always listens to our concerns and questions we have. Don has explained to us the important to keep some of our investments safe from the stock market. We have had good discussions about future taxes and made changes to helps us. Don's has several people on his team that are expert in many topics. We have used them and got great answers on Social Security, Medicare and tax saving ideas. I highly recommend Ross Wealth Advisors for advise on your future retirement planning.

Positive: Professionalism, Responsiveness
Don has proven to be a very knowledgeable manager/investment professional with our savings. He also has established a team to assist someone in every phase of life - from Medicare questions to insurance , mortgage assistance etc.

We have been with Ross Wealth Advisors for over a year. Having limited knowledge of the stock market and other investment opportunities we needed someone who knows what they are doing and can explain it in simple terms. We found that in Don Ross and we are very happy with Don and his entire team. His weekly video recaps of the week are very helpful for us. We highly recommend you schedule a meeting with Don.

With the resent Volatility in the market, Doss Ross immediately reached out to his members to help reassure us with our strategy. Moments like this Don and his staff are there to ease the mind that we are not alone and RWA IS truly providing guidance and support throughout the journey. Thank you for your commitment and dedication to help our family achieve their goals.

After attending Don Ross’s financial seminar, I met with Don for a personal financial consultation. I was highly impressed with Don’s knowledge/skills to help me manage and build my financial portfolio! I have been with the Ross team for several years and I am very satisfied with their level of professionalism, financial knowledge/skills, customer service as well as the friendly and extreme kindness each team member provides to individuals attending Ross events. The Ross team are excellent role models for what great customer service should look like!!

In these days of high market volatility and having just finished a year when all the Dow growth was wiped out, it is great to be doing business with a group that keeps you protected in the bad times, and helps grow your capital and peace of mind in the good times. Thanks Don and thanks to a couple of your team members who also helped me.

Several years ago my husband and I started our search for a financial advisor that specialized in advising those close to retirement or who had already retired. We were fortunate to have met Don Ross of Ross Wealth Advisors. Don developed a plan based on our needs and desires for our retirement. He has made himself and his team of professionals available to us as we prepare for the retirement date. Don takes a personal interest in all his clients and demonstrates his integrity and knowledge every time we meet. We have recommended Don and his team to friends and relatives and will continue to do

My husband and I have been clients of Ross Wealth Advisors for over 10 years. Don’s advice/ recommendations have always been spot on in enhancing our retirement while protecting and making our investments long- lasting. Many of our friends have also chosen RWA for their retirement planning/ needs. We consider Don and Joni as personal friends who care about us professionally and personally.

My husband, and I, have been very pleased with Ross Wealth Advisors. We started with the company, and the whole team, before long my husband retired. With Don's advice, and knowledge of the financial world, we are now retired and financially comfortable. The Team that makes up Ross Wealth Advisors have been very, professional, knowledgeable, and interested in our best interest. Thank you all!

We trusted Don Ross with our life savings and after several years with him he recommended a large, long term investment that was not sustainable, not liquid and eliminated our flexibility in retirement. Don never disclosed to us that he was earning a substantial commission on our investment when we thought he was giving us independent financial advice. We lost a large amount of our retirement savings and ended up with extremely high tax bills.