Joe Rossi, CLU, CPA, ChFC

agency manager financial advisor & registered principal

Send an Email 859-394-0462 Review Your Finances

About Me

My Mission

I strive to create peace of mind by designing personalized solutions to help my customers achieve their financial goals.

My Background

I have seven years of experience in the insurance and financial services industry.

I can offer you a wide variety of financial solutions to address your current needs.

I specialize in helping individuals like you with planning for retirement.

Learn More

Please contact me today to learn more about our products and services, request a quote, or schedule a financial needs analysis - all at no cost or obligation to you. I look forward to working with you.

Financial Solutions

Life Insurance
Investment Advisory Services
Accidental Death Insurance
Annuities
529 College Savings Plan
Critical Illness Insurance
Disability Income Insurance
Group Major Medical
Individual Retirement Accounts (IRAs)
Long-Term Care Insurance
Medicare Supplement Insurance
Mutual Funds
Retirement Planning
Small Business Solutions
Supplemental Health Insurance

Learn About Life Insurance

Why Life Insurance Is Important: 9 Meaningful Benefits

How To Use Our Life Insurance Calculator

What Does Life Insurance Cover?

Term vs. Whole Life Insurance: Which Is Right for You?

All Life Insurance Articles

IMPORTANT DISCLOSURES

Securities offered by Registered Representatives through W&S Brokerage Services, Inc. (W&SBS), member FINRA / SIPC. Advisory services offered by Financial Advisors through W&SBS, a registered investment adviser. All companies are members of Western & Southern Financial Group.

Not all Agents are registered to sell securities or offer advisory services. If you have a particular investment need and your Agent is not licensed/registered for the representation or sale of investment products or advisory services, please ask to speak to an Agent who is actively and appropriately registered with W&S Brokerage Services, Inc.

¹Western & Southern Agency, Inc. is a member of Western & Southern Financial Group (Western & Southern). Some products available are issued by third party insurance companies, which are not affiliated with any Western & Southern member company. Western & Southern Agency, Inc. is the distributor. A contract's financial guarantees are subject to the claims-paying ability of the issuing insurance company. In the State of California, Western & Southern Agency, Inc. is known as and does business as Western-Southern Insurance Agency.

Western & Southern and its affiliates do not provide legal or tax advice. Always consult an attorney or tax advisor regarding your specific legal or tax situation.