This Business is not BBB Accredited
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Roth Financial Group is not BBB Accredited.
Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.
To be accredited by BBB, a business must apply for accreditation and BBB must determine that the business meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses must pay a fee for accreditation review/monitoring and for support of BBB services to the public.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised Roth Financial Group's rating include:
- Length of time business has been operating.
- No complaints filed with BBB.
Customer Complaints Summary
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|Advertising / Sales Issues||0|
|Billing / Collection Issues||0|
|Problems with Product / Service||0|
|Guarantee / Warranty Issues||0|
|Total Closed Complaints||0|
Customer Reviews Summary Read customer reviews
0 Customer Reviews Customer Reviews on Roth Financial Group
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||0 Customer Reviews|
Licensing, Bonding or Registration
This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:Brevard County Business Tax Receipt
Department of Financial Services (FL)
200 E Gaines St
Tallahassee, FL 32399-6502
BBB records show a license number of 200430722 for this company, issued by Brevard County Business Tax Receipt.Type: Business Tax Receipt
BBB records show a license number of L003223 for this company, issued by Department of Financial Services (FL). Their web address is http://www.myfloridacfo.com.Type: FL Office of Financial Regulation
BBB records show a license number of A226771 for this company, issued by Department of Financial Services (FL). Their web address is http://www.myfloridacfo.com.Type: Office of Insurance Regulation
Type of Entity
Incorporated: July 2003, FL
Contact InformationPrincipal: Mr. Arthur Roth II (President)Customer Contact: Ms. Chrystle Vesco (Registered Sales Associates)Ms. Lang Alexander (Administrative Assistant)Mr. Jerry Dimsdale (Senior Tax Specialist)Mr. James Malaussera (Registered Representative)Ms. Mary Jane Rafferty (Certified Public Accounant)Mr. Tim Ratliffe (Tax Specialist)
Investment Advisory Service, Taxes - Consultants & Representatives, Financial Services, Retirement Planning Service, Financial Planning Consultants
Products & Services
This company offers financial and retirement planning, including Investments, Full Service discount brokerage, REITS, Securities, Stocks, Bonds, CD'S, Mutual Funds, Money Market Accounts, Third-Party Money Managers, Direct Participation, "Tenant in Common" 1031 Exchanges, and Tax Reduction Planning.
Pension & Retirement Planning services including, 401k and IRA Rollovers, Pension/Profit Sharing, SEP's, 403(b)TSA, IRA's (Roth, Multi-generational and Traditional), Annuities, Insurance, College Funding, Income & Asset Protection, Tax Reduction & Income Tax Preparation, Estate Planning & Preservation, Investments & Advisory Services, and Financial Workshops.