About Joe
Joe Romito grew up in the Greater Cleveland area and currently resides in Rocky River, with his wife, son and daughter. A few of his interests include, playing guitar in his band, Soul Shake and the Eastside Horns, traveling with his family and friends, riding rollercoasters with his family at Cedar Point and providing Financial Education within his community.
Joe graduated from Cleveland State University and has worked in the financial services industry for the past 30 years. He has served in many leadership and advisory roles. Joe is with Gross Investments because the firm aligns perfectly with his morals and values, and thus allows him to run his practice with all of the support and tools he needs to deliver the absolute best client experience.
Throughout Joe's career, his main focus has remained intact; building successful lifelong relationships with his clients and their families. Joe's strengths include customizing investment and insurance portfolios for individuals and business owners. While Joe has significant experience with retirement and insurance planning for all individuals, he is also a small business specialist. He offers planning expertise and financial guidance to business owners and their employees and Joe believes that small business owners and their employees are the backbone of America. He understands that they provide an immense amount of value to our communities, and insists that they deserve and need our guidance and support.
Making a positive impact in the lives of his clients is something that Joe is very passionate about and is something that Joe takes very seriously. In addition, he is very proud to be a well respected financial advocate and advisor to our local Police Officers and Firefighters. In Joe's words, " They put their lives on the line every day for us and we need to give back ". Joe has been invited to a countless number of Police and Fire Departments, where he gives complimentary presentations on topics such as effective investing, retirement planning strategies and protecting what matters most when it matters most.
Joe believes that everyone deserves the opportunity to obtain the education they need to strengthen their financial position and properly plan for their financial future. It's not what you have, it's what you do with what you have that matters. Persistency and consistency are the keys to success in anything and that includes investing. Whether you're looking to invest and plan for the short term, your children's college education, a home, retirement, or build your empire as a business owner - Joe will be your advocate and your guide. He is extremely devoted to the lifelong goals of his clients and is very committed to helping them achieve those goals.
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Gross Investments LLC
Address
3812 Pearl Rd Unit 20
Medina, Ohio 44256
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Gross Investments LLC (“RIA Firm”) is a registered investment adviser located in Medina, OH. Gross Investments LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Gross Investments LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Gross Investments LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Gross Investments LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Gross Investments LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Gross Investments LLC, please contact the state securities regulators for those states in which Gross Investments LLC maintains a registration filing. A copy of Gross Investments LLC’s current written disclosure statement discussing Gross Investments LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Gross Investments LLC upon written request. Gross Investments LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Gross Investments LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Market Guard’s® model portfolios utilize a tactical asset allocation model with the purpose of assessing individual positions in the portfolio, and depending on model chosen, signal a possible opportune time to sell, buy or hold the underlying exchange traded fund (ETF). It is not a stop loss, nor does it guarantee against any loss in the model or account. It is not responsible for any tax implications that may result due to the trading of the holdings.
Insurance and Annuity products are offered through WestPoint Wealth Management and Gross Insurance. Gross Investments and WestPoint Wealth Management are unaffiliated firms. Gross Investments and Gross Insurance are affiliated firms. Font
