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Home > Financial Planner Directory > New Jersey > Wall > Kurt J. Rossi, MBA, CFP®, CRPC, AIF
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Kurt J. Rossi, MBA, CFP®, CRPC, AIF

Independent Wealth Management

3350 Highway 138
Bldg 2 Ste 124
Wall, NJ 07719
Phone: (732) 280-7550
Fax: (732) 280-7551

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Household Income Minimum: $0
Investable Asset Minimum: $2,000,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Retirement

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.