Rosselot Financial Group

EST. AUM
$1,200,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Cincinnati
CRD Number
Website planwithrfg.com
Client types

Overview

The Rosselot Financial Group provides comprehensive financial planning, integrating protection planning (insurance needs) with long-term cash flow projections. The firm offers Investment Advisory Services through Independent Advisor Representatives of Cambridge Investment Research Advisors. The firm's core objective is to calculate a target rate of return and construct portfolios to meet client goals. RFG offers solutions for managing individual retirement accounts (401k/403b), education funding, and company-sponsored retirement plans, utilizing a systematic "ProActive Review" process for quarterly client profile monitoring.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Rosselot Financial Group

Platform Details

Investment Preferences

Alternative Activity

Address

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