Unclaimed
Alejandro Alfonso Gomez is an investment advisor representative registered with Rossmore Private Capital, LLC. Alejandro has been in the industry since June 2006. Rossmore Private Capital, LLC is an investment advisor firm that provides financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Alejandro has a specialization in investments, insurance, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Some partners of rossmore provide trustee services, serve as executor, or as agent under poa.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees for trustee services (a percentage of assets under trust)
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CT
11/17/2017 - Present
Rossmore Private Capital, LLC (GLASTONBURY CT)
Active
Inactive
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