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Business Profile

Investment Management

The Roth Companies, Inc.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(618) 632-7684Email BusinessWrite a Review

About

Overview

The Roth Companies, Inc.

4925 Stone Falls Ctr Ste A

O Fallon, IL 62269-7800

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See Hours
Operating Hours
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 3:00 PM
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM

Find a Location

The Roth Companies, Inc. has 3 locations, listed below.

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    BBB Accreditation & Rating

    The Roth Companies, Inc. is BBB Accredited.

    BBB accredited business seal

    This business has committed to upholding the BBB Standards for Trust.

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    About This Business

    The Roth Companies provides financial advisory services, including investment planning, retirement strategies, and business financial coordination. The company assists clients with developing personalized financial plans that integrate investment decisions, business strategies, and family financial goals.

    BBB Accredited Since: 1/14/2005

    Years in Business: 25

    Products and Services

    Investment Planning: Supports individuals and families with portfolio development and long-term financial strategies.
    Retirement Strategies: Assists pre-retirees and retirees with income planning and legacy preservation.
    Business Financial Coordination: Helps business owners align financial decisions with operational goals.
    Multigenerational Financial Planning: Provides strategies for managing family wealth across generations.

    Business Details

    Local BBB:
    BBB Serving Greater Missouri & Southern Illinois
    BBB File Opened:
    1/14/2005
    Business Started:
    1/1/2001
    Business Started Locally:
    1/1/2001
    Business Incorporated:
    7/20/2004
    Type of Entity:
    Corporation
    Alternate Names:
    Roth Companies Inc.
    Business Management:
    Duane Roth, President

    Additional Contact Information

    Principal Contacts
    Duane Roth, President
    Customer Contacts
    Duane Roth, President
    Fax numbers
    Other Fax: (618) 632-6101
    Additional Email Addresses
    Primary: Email this Business

    Additional Information

    Other Resources
    NAIC - National Association of Insurance Commissioners - (IL)
    NAIC Central Office
    Kansas City MO 64106-2197
    Phone Number: (816) 783-8500
    https://sbs.naic.org/solar-external-lookup/
    NAIC - National Association of Insurance Commissioners - (MO)
    NAIC Central Office
    Kansas City MO 64106-2197
    Phone Number: 573-751-4126
    https://sbs.naic.org/solar-external-lookup/
    Business Categories
    Investment Management, Financial Planning Consultants, Retirement Planning Services, Health Insurance, Estate Planning and Management, Long Term Care Insurance, Disability Insurance

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