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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.

 


As one of the area's 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. 

We are an independent agency. We work with industry-leading companies, using state of the art technology to customize strategies that will exceed your expectations. Our knowledge and expertise allow us to access premier markets and ensure you are getting the most comprehensive, cost-effective solutions.

We collaborate with your professional advisors. 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 unique situation, your personalities, preferences, and goals. We understand 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 adhere to the highest standards of moral and ethical values.

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