Stephanie J. Rossi,  CFP<sup>&reg;</sup> - Financial Advisor

Stephanie J. Rossi, CFP®

Senior Advisor

JNBA Financial Advisors

324 W Superior St, Ste 200
Duluth, MN 55802
FINANCIAL ADVISOR'S WEBSITE
(218) 249-0044 CONNECT WITH Stephanie
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General

Stephanie Rossi is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at JNBA Financial Advisors in Duluth, MN and the surrounding communities.

Financial Advisor Overview

JNBA is an independent wealth management firm that works exclusively for you, not a securities group. For 40 years, we’ve operated from a simple, fundamental belief: If you want to be a personal trusted advisor, you can’t take money from the people who sell investment products. You have to be 100% focused on your clients’ interests and long-term goals. That’s why we never charge commissions or apply hidden fees. That’s why we are driven to deliver a higher standard of service that goes beyond “robo-advising.” That’s why our clients see their JNBA Personal Trusted Advisors as irreplaceable partners. And that’s why we’ve earned a 97% client retention rate since tracking began in 2001.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Retirement, Life Planning, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources