Ross Wealth Management Group

Ross Wealth Management Group Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC.

finra.org sipc.org. Ross Wealth Management Group specializes in providing financial knowledge, products, and solutions for individuals and businesses. We serve as your advocate, and assist you in the design and implementation of financial strategies, while providing the products to maximize your wealth. Our goal is to give you maximum control of your financial future. We provide the expertise to h

elp you with personal and business issues such as:

Practical Tax Planning
Risk Management
Investment Planning
Distribution Planning
Estate Preservation
Business and Employee Benefits
We are proud of the confidence that current clients have placed in us, and are happy to provide professional reference. Please contact us for a free consultation.

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
06/24/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
06/22/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

Are you thinking about 530A Accounts, also known as Trump accounts? Our new article covers the basics!
06/20/2026

Are you thinking about 530A Accounts, also known as Trump accounts? Our new article covers the basics!

An article explaining 530A Accounts.

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check ou...
06/17/2026

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check out this article for tips and strategies on how to navigate this significant transition and make the most of your retirement years.

Tips and strategies for women approaching retirement to ensure a smooth transition.

06/15/2026

Stay ahead this year with this handy Personal Finance Calendar.

06/15/2026

Stay ahead this year with this handy Personal Finance Calendar.

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through ...
06/13/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you ma...
06/10/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
06/08/2026

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
06/06/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

Address

3711 Long Beach Boulevard
Long Beach, CA
90807

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15622060675

Website

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