Bill Gross is President of Gross Financial Services, Inc., 



 

      Bill is a Certified Public Accountant, a Certified Financial Planner as well as a Chartered Life Underwriter and a Chartered Financial Consultant.  He has earned an MBA from the City University of New York.  In addition, he holds life and health insurance licenses.



 

      He has been providing his clients guidance and valuable financial solutions,  offering an extensive menu of services to meet the needs of clients in varying stages of life.  He   provides a variety of services and income planning strategies.

 



 

      Bill works with individuals as well as business owners to help them understand the available financial products and unique features.   Clients, therefore,  increase their retirement income and avoid simple mistakes that could cost them and their beneficiaries thousands of dollars.



 

      His services include retirement planning strategies, estate planning strategies, tax planning and preparation, life insurance, long term care insurance, and overall wealth preservation strategies.



 

      



 

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