Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
M. Charles Ross
LPL Registered Representative
914-631-1083
M. Charles Ross has been involved in the insurance and investment business since 1981, with a Masters Degree from New York University. Having been a Hospital Administrator for 10 years, Charles knows that service is more than a word.
After extensive background, knowledge and experience in the insurance and investment arena, Charles assists high net worth individuals with their retirement planning, estate conservation and financial goal orientation. Charles' goal is to help create wealth and financial responsibility in individuals who are committed to their future.
Success has resulted in a clientele that includes hard working individuals, successful professionals, small business owners and retirees. Integrity and genuine concern for his clients assure superior service and effective consultation designed to help fulfill the objectives of the client through long term relationships. As a financial representative, Charles is dedicated to offering access to a broad range of quality products and services including: annuities, stocks, bonds, mutual funds, tax management strategies, buy-sell agreement funding, as well as life, health and disability income insurance.
Evan C. Ross
LPL Registered Representative
914-631-1083
Evan C. Ross, born and raised in River Edge, New Jersey, attended The University of Massachusetts at Amherst. There, he earned his degree in Business Management at the Isenberg School of Management.
Following the completion of his degree, Evan worked in both retail management and in the mortgage industry. He joined The Ross Company in 2006 and has since worked with high-net-worth individuals and small businesses as it pertains to their insurance and investment goals. His prior experience working in retail management has taught him the importance of the correlation between proper employee benefit planning and employee retention. As a financial representative, Evan is dedicated to offering access to a broad range of quality products and services including: annuities, mutual funds, tax management strategies, buy-sell agreement funding, as well as life, health and disability income insurance.
Evan and his family currently reside in Thornwood, NY where he enjoys spending time with his family, golf, music, cooking and craft beer.
Evan Ross | New York | 399 Knollwood Road, Suite 317, White Plains, NY 10603 | CA Insurance Lic. #0G32080
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.