Roth Financial Group

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

200 W Merritt Island Cswy, Merritt Islan...

Phone Number

(321) 454-3398

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Roth Financial Group

Roth Financial Group is a full-service investment advisory and brokerage firm located in Merritt Island, Florida. They specialize in investment and retirement planning, including services such as 401(k) and IRA rollovers, estate planning, insurance, and tax advice and preparation. The firm aims to assist clients with comprehensive wealth management solutions tailored to their financial needs. Their intended clients include individuals seeking guidance in retirement savings strategies and overall financial planning.Explore more
Roth Financial Group's Social MediaPopular SearchesRoth Financial GroupRoth Tax Advisory IncRoth Tax Advisory Group IncRoth GroupRoth Tax AdvisorySIC Code 62,628NAICS Code 52,523Show more

Roth Financial Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Roth Financial Group

<$5M
1-10
Private
-
2003
$7.3M
11-50
Private
-
1990
JS
James SchmeichelFinancial Advisor
<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
<$5M
1-10
Private
-
-
SW
Stuart WeierCertified Financial Tm Planner & Professional
<$5M
1-10
Private
-
2003
N/A
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Company Profile Activity

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Activity Insights

Roth Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Roth Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Roth Financial Group.

Roth Financial Group Tech Stack

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Frequently Asked Questions Regarding Roth Financial Group

What is Roth Financial Group's official website?
Roth Financial Group's official website is www.rothfinancialgroup.com
What is Roth Financial Group's Revenue?
Roth Financial Group's revenue is <$5 Million
What is Roth Financial Group's SIC code?
Roth Financial Group's SIC: 62,628
What is Roth Financial Group's NAICS code?
Roth Financial Group's NAICS: 52,523
How many employees does Roth Financial Group have?
Roth Financial Group has 1-10 employees
What industry does Roth Financial Group belong to?
Roth Financial Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Roth Financial Group competition?
Roth Financial Group top competitors include: Copper Canyon Wealth Management, Investment Advisors, Cutrupi & Associates Financial Group, Lavelle Financial
What technology does Roth Financial Group use?
Some of the popular technologies that Roth Financial Group uses are: Cloudflare Website Optimization, Google Font API, Neustar UltraDNS, Google Tag Manager
How do I contact Roth Financial Group?
Roth Financial Group contact info: Phone number: (321) 454-3398 Website: www.rothfinancialgroup.com
What does Roth Financial Group do?

Roth Financial Group is a full-service investment advisory and brokerage firm located in Merritt Island, Florida. They specialize in investment and retirement planning, including services such as 401(k) and IRA rollovers, estate planning, insurance, and tax advice and preparation. The firm aims to assist clients with comprehensive wealth management... solutions tailored to their financial needs. Their intended clients include individuals seeking guidance in retirement savings strategies and overall financial planning.Read More

What are Roth Financial Group social media links?
Roth Financial Group Linkedin page Roth Financial Group Twitter page Roth Financial Group Facebook page
Is Roth Financial Group a public company?
Roth Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Roth Financial Group

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