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Roth Financial Group

Roth Financial Group

(321) 454-3398

Roth Financial Group

16 years in business
200 W Merritt Island Cswy
Merritt Island, FL 32952-4806
Additional Phone Numbers
  • (321) 454-3397
Additional Email Addresses
BBB File Opened: 10/01/2004
Business Started: 01/01/2001
Business Started Locally: 01/01/2001
Business Incorporated: 07/10/2003 in FL
Type of Entity
Contact Information
  • Principal: Mr. Arthur Roth, President
  • 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
  • Customer Service: Ms. Chrystle Vesco, Registered Sales Associates

Business Category
  • Investment Advisory Service
  • Financial Planning Consultants
  • Retirement Planning Service
  • Financial Services
  • Taxes - Consultants & Representatives

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.
Alternate Business Names
  • Roth Tax Advisory Group, Inc.
  • Roth Group & Associates
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.



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BBB Reason for Ratings

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Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Roth Financial Group


Roth Financial Group

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