ROSSBY

Owners

Goods & Services

Business consultation services in the field of regulation and company policy compliance oversight to independent advisors, financial professionals and insurance professionals; Providing continuity and business succession planning services for financial professionals; promoting the interests of financial professionals with regulators by means of public advocacy; Administration of a discount program enabling participants to obtain discounts on the cost of products and services and receive improved services for financial and insuranceprofessionals for the operation of their businesses; Facilitating a network of financial professionals for business networking and sharing of expertise;Tax planning services for families and family offices

Investment management and advisory services; financial and estate planning consultation services; financial planning, namely, creating personalized strategies for families or family offices, estate planning services for families or family offices; financial services, namely wealth management services; providing information in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; financial planning for retirement; financial retirement plan consulting services; insurance agency and brokerage services; insurance services, namely, writing property and casualty insurance; insurance consultancy services, namely, providing advice in the field of property and casualty insurance; providing detailed information regarding available insurance products for commercial property and casualty, professional and personal lines; financial consulting and advising in the field of mergers and acquisitions