Fross & Fross Wealth Management

Finance · Florida, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

910 Old Camp Rd Ste 90, The Villages, Fl...

Phone Number

(352) 205-7800

Revenue

$5.5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
1
1
1
1

About Fross & Fross Wealth Management

Fross & Fross Wealth Management is a team of licensed financial advisors based in The Villages, Florida, specializing in wealth management services such as retirement planning, estate planning, investment management, tax planning, and insurance. The firm primarily serves retirees, addressing their unique financial challenges and helping them achieve long-term financial success. With over 100 years of collective experience, they also cater to high-net-worth individuals and small businesses. Their offerings include complimentary seminars to educate clients on market trends and retirement strategies.Explore more
Fross & Fross Wealth Management's Social MediaPopular SearchesFross & Fross Wealth ManagementFross & Fross Financial LLCFross ChiropracticFross Development LLCFross IncSIC Code 62,628NAICS Code 52,523Show more

Fross & Fross Wealth Management Org Chart

PhoneEmail
JF
United States flag for contact location.

Vice President

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
RF
United States flag for contact location.

Office Manager

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Fross & Fross Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Fross & Fross Wealth Management

Compare insights from companies similar to Fross & Fross Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fross & Fross Wealth Mana...

$5.5M
11-50
Private
<$5M
2007
JF
Joe FrossVice President
$7.4M
11-50
Private
-
1995
CN
Carla NitzCertified Financial Planner
$5.4M
11-50
Private
-
2013
<$5M
1-10
Private
-
2002
RS
Robert SpadanoLpl Financial Advisor
<$5M
1-10
Private
-
2007
TW
Troy WoldWold Financial Founder & President
<$5M
1-10
Private
-
-
AN
Anthony NguyenStudent Coordinator for the Finance Tutoring Program
<$5M
1-10
Private
-
2009
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Fross & Fross Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Fross & Fross Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Fross & Fross Wealth Management.

Fross & Fross Wealth Management financials insights

Gather financial insights about Fross & Fross Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Fross & Fross Wealth Management's Financials Insights

Fross & Fross Wealth Management Tech Stack

A closer look at the technologies used by Fross & Fross Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Fross & Fross Wealth Management

What is Fross & Fross Wealth Management's official website?
Fross & Fross Wealth Management's official website is www.frossandfross.com
What is Fross & Fross Wealth Management's Revenue?
Fross & Fross Wealth Management's revenue is $5.5 Million
What is Fross & Fross Wealth Management's SIC code?
Fross & Fross Wealth Management's SIC: 62,628
What is Fross & Fross Wealth Management's NAICS code?
Fross & Fross Wealth Management's NAICS: 52,523
How many employees does Fross & Fross Wealth Management have?
Fross & Fross Wealth Management has 11-50 employees
What industry does Fross & Fross Wealth Management belong to?
Fross & Fross Wealth Management is in the industry of: Finance, Securities Trading
What is Fross & Fross Wealth Management competition?
Fross & Fross Wealth Management top competitors include: Joseph Brinker, Cummings Wealth Management, Messenger Wealth Management, Blyth & Associates
What technology does Fross & Fross Wealth Management use?
Some of the popular technologies that Fross & Fross Wealth Management uses are: Cloudflare Website Optimization, Proofpoint, Microsoft Dynamics CRM, Microsoft 365
How do I contact Fross & Fross Wealth Management?
Fross & Fross Wealth Management contact info: Phone number: (352) 205-7800 Website: www.frossandfross.com
What does Fross & Fross Wealth Management do?

Fross & Fross Wealth Management is a team of licensed financial advisors based in The Villages, Florida, specializing in wealth management services such as retirement planning, estate planning, investment management, tax planning, and insurance. The firm primarily serves retirees, addressing their unique financial challenges and helping them achiev... e long-term financial success. With over 100 years of collective experience, they also cater to high-net-worth individuals and small businesses. Their offerings include complimentary seminars to educate clients on market trends and retirement strategies.Read More

What are Fross & Fross Wealth Management social media links?
Fross & Fross Wealth Management Linkedin page Fross & Fross Wealth Management Twitter page Fross & Fross Wealth Management Facebook page
Is Fross & Fross Wealth Management a public company?
Fross & Fross Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Fross & Fross Wealth Management

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.