joe rossi, CLU, CPA, ChFC

agency manager financial advisor & registered principal

859-394-0462

Office Directions

agency manager financial advisor & registered principal

Financial representative phone numbers
Contact
Direct	859-394-0462
Office	800-456-7785 Ext. 60405
Fax	859-426-3302

Social

Address

The Western and Southern Life Insurance Company -GREATER CINCINNATI AGY, OH.
909 WRIGHTSUMMIT PKWY STE 100
FT WRIGHT, KY 41011-2783
Directions

Send Me an Email

Information included in this Email may not be secure and could be intercepted by a third party while in transit. Do not submit sensitive information such as passwords, policy numbers, or other information that you would like to keep private. If you have such a request, please call Client Services at 866-832-7719.

Together We Can Help Build a More Financially Secure Future

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.

Check the background of this financial professional on FINRA's Broker Check

Financial Solutions¹

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 Much Life Insurance Do I Need?

What Does Life Insurance Cover?

Term vs. Whole Life Insurance

All Life Insurance Articles

Join Our Newsletter

Receive timely lifestyle, financial and how-to information as well as personalized offers to help you live a healthier and financially stronger life.

SUBSCRIBE TODAY

Refer a Friend

If you have experience with your own financial planning, then you know the value of working with a professional.

REFER

Request a Quote

A life insurance quote could be a good first step as we work together to identify financial solutions that can help you achieve your goals.

Get Started

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.

joe rossi, CLU, CPA, ChFC

Send Me an Email