Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
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.
Right Financial Advisor
I am a 38 year veteran of the financial services industry having earned my Series 6 in 1981 and my Series 7 (General Securities License) as well as my principal's license series 24 in 2002. In 2001, I earned my series 65 (Uniform Investment Adviser) license to conduct fee based advisory business.
I am licensed in 17 states and have been licensed in the Insurance industry since 1980.
I am proud of having a pristine record in the 38 years I have been helping families and business owners navigate the complexities of the financial, tax and insurance options facing all of us throughout our careers and into retirement. I have worked with CPA's and Estate Planning Attorneys to ensure my clients receive the best standard of care when it comes to their financial needs.
My practice has and will continue to be driven behind the principals of offering services with a Fiduciary Standard that I feel offers a Superior Level of Service. That is why I have attained the Registered Fiduciary Designation through Dalbar.
Rose Roser is a certified public accountant and has served as the controller of several large public and private companies. Most recently, she spent 14 years as the Vice President and Controller for the National Football League, where she managed all of its accounting operations.
Prior to the National Football League, Rose was the Controller at Skadden Arps, which is among the largest global law firms, and she served as the Controller for a community bank which went public and was later acquired. Before entering private accounting, Rose was senior audit manager with KPMG on Long Island, NY servicing clients in a wide array of industries.
After a successful executive career, Rose has now tal‹en her financial, accounting and planning skills and leveraged them with Right Financial Advisor’s founder, Rick Cross, to assist others in developing retirement planning strategies including the optimization of social security in overall retirement planning.
She is a summa cum laude graduate of Long Island University, C.W. Post Center, Greenvale, NY with a B.S. in Accounting and an active member of its alumni in career mentoring of its finance and business majors
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.