Client Stories
Real Stories. Real Planning. Real Life.
Whether you're preparing for retirement, managing investments, planning for your family, or navigating a major life change, these real client stories provide examples of how personalized financial guidance can help people make informed decisions.
Read their stories and discover how a personalized Fross & Fross financial plan can be designed to support the life you want to live.
"We have been with Fross and Fross Wealth Management for years. Without fail, everyone in the office has always been professional, personable, helpful, and extremely knowledgeable.
Our financial advisor, Casey O’Rourke, has managed our finances beautifully, which has given us confidence and security as we move into retirement. We have been completely satisfied with the service we’ve received from Fross and Fross and wholeheartedly recommend them!"
- Jaycee O.
This statement is a testimonial by a client of the financial professional as of 07/15/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
"I can highly recommend Thomas Fross and the Financial Advisors at Fross & Fross. As a widow with very little understanding about my financial investments. At Fross & Fross they always take the time to thoroughly explain my accounts, investments & options, in a clear understandable language. They explain how my finances are structured and how they are working for me.
Fross & Fross has done an excellent job. I feel secure, informed, and confident about my financial future. For anyone seeking an advisor who combines financial and technical expertise, along with compassion, (especially individuals new to managing finances as a couple, or independently) I highly recommend Fross & Fross. I am incredibly grateful for their guidance, integrity, and expertise."
- Bonnie W.
This statement is a testimonial by a client of the financial professional as of 06/22/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
"Renee Springstead has been absolutely incredible managing my financial accounts. She is meticulous, proactive and consistently goes above and beyond to ensure my finances are in perfect order.
It is a huge relief knowing my portfolio is in such capable and caring hands with her, and Fross and Fross Wealth Management."
- Brenda N.
This statement is a testimonial by a client of the financial professional as of 07/15/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
"Fross & Fross Wealth Management is a tremendous company. Their staff is always friendly and accommodating.
Patrick Fross is knowledgeable and professional. He always shows interest in our lives outside of the financial realm.
It was a tremendous decision to become their client. They give us great piece of mind to handle our investments."
- AJ M.
This statement is a testimonial by a client of the financial professional as of 07/28/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.