Investment Advisory Services
Roth Financial GroupAbout
About This Business
Products and Services
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.
Business Details
- Local BBB:
- BBB Serving Central Florida
- BBB File Opened:
- 10/1/2004
- Business Started:
- 1/1/2001
- Business Started Locally:
- 1/1/2001
- Business Incorporated:
- 7/10/2003
- Type of Entity:
- Corporation
- Alternate Names:
- Roth Tax Advisory Group, Inc.
- Roth Group & Associates
Additional Contact Information
- Principal Contacts
- Arthur Roth II, President
- Customer Contacts
- Arthur Roth II, President
- Chrystle Vesco, Registered Sales Associates
- James Malaussera, Registered Representative
- Jerry Dimsdale, Senior Tax Specialist
- Mary Jane Rafferty, Certified Public Accounant
- Tim Ratliffe, Tax Specialist
- Lang Alexander, Administrative Assistant
- Fax numbers
- Primary Fax: (321) 986-8730
- Additional Phone Numbers
- Other Phone: (321) 454-3397
- Social Media
Licensing information
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.
Additional Information
- Other Resources
- Department of Financial Services (FL)
200 E Gaines St
Tallahassee FL 32399
Phone Number: (877) 693-5236
www.myfloridacfo.com
More Resources
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