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Cecil A. Ross, CFP - Homepage

A Name You Recognize, A Team You Can Trust

Times change, but our philosophy does not.

 

 

Times change, but our philosophy remains the same. As one of the areas most distinguished firms, Cecil A. Ross Investment & Insurance Group provides independent thinking, honest evaluations, and straightforward solutions to the management of your goals. Our advice is based on a deep understanding of your financial picture. We believe in playing a proactive role in providing education and guidance to all aspects of your success.

Our business begins with understanding people and protecting their financial well-being. Our mission is to provide comprehensive consultation, outstanding service, and superior coverage to each of our clients. We stay fully committed to ongoing professional education, ensuring we remain current with industry developments so we can provide the most effective financial and insurance strategies tailored to meet your individual needs.

We are an independent agency. We partner with industry leading companies, using state of the art technology to develop strategies created just for you. Our depth of experience gives us access to premier markets, allowing us to deliver thorough and cost-effective protection for every stage of life.

WE ARE ON YOUR TEAM!

 

 

Wealth Management


If your financial situation is being monitored by a financial advisor, your time and attention can be focused on effective management of your business and pursuing your personal interests. Let us help you manage your finances. 

 

 

 

Commercial Insurance


Business owners face many risks in the course of doing business. Situational risks require a different approach. Protection against risks such as fire, theft, or injury requires an investment in commercial insurance.

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Group Health


We can help you understand the different plans, choose the right carrier to meet your needs, consider factors other than cost, understand the difference between worker’s compensation and health insurance.

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Farm & Ranch


It is essential that your farm, ranch or estate property be protected with an insurance policy specifically designed for your operations.

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Home & Auto


Home and auto insurance is a way to protect yourself and your family from disasters that may affect your home, its contents, and your automobile.

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Life Insurance


Our objective is to determine whether a change might be appropriate or to affirm the insurance you currently have continues to meet your needs. 

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OUR MISSION


To provide comprehensive consultation, outstanding service, and superior coverage to each of our clients.

  

 

Vision

We believe you are unique and deserve to have a personalized financial and insurance strategy, not just a generic program. Your individual plan will be based on your individual situation, your personality, preferences, and goals. We understand that finding the right firm to manage all aspects of your wealth and insurance needs is imperative to you and to future generations. We believe solving the hardest problems requires the best people.

Values

Our values make us more than just a business. Our team of highly qualified professionals will focus on becoming your partner in building the future you desire.

  • Clients We place the client's interest first.

  • Teamwork We foster a culture of respect, inspiration, and professional growth.

  • Community We contribute time, resources, and heartfelt passion.

  • Partners We nurture a winning network of reliable, dependable, and dedicated carriers and suppliers.

  • Integrity We act with honesty and uphold the highest ethical standards.

  • Dedication We are a highly effective, educated, customer-oriented organization that is dedicated to helping individuals and business owners protect and improve their legacy.