ROI Financial Group Employee Directory

ROI Financial Group corporate office is located in 7 Limestone Dr, Buffalo, New York, 14221, United States and has 1-10 employees.

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Key Employees of ROI Financial Group

CR
Courtney Robsh...
Client Relationship Specialist
PhoneEmail
JE
James Eiseman
Financial Advisor
PhoneEmail
KR
Kimberlee Root...
Client Service Associate & Registered Service Repr...
PhoneEmail
JM
Joshua McCarth...
Financial Advisor
PhoneEmail
MT
Matthew Turco
Financial Advisor
PhoneEmail
PhoneEmail

ROI Financial Group Global Presence

Location	People at location
North America	1-10

Index of contact profiles from ROI Financial Group

Hundreds of professionals searching for ROI Financial Group have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

CR
Courtney Robshaw
Email Direct
Client Relationship Specialist
United States , New York , Buffalo

JM
Joshua McCarthy
Email Direct
Financial Advisor
United States , New York , Buffalo

KR
Kimberlee Rooth
Email Direct
Client Service Associate & Registered Service Representative
United States , New York , Buffalo

MT
Matthew Turco
Email Direct
Financial Advisor
United States , New York , Buffalo

JE
James Eiseman
Email Direct
Financial Advisor
United States , New York , Buffalo

DJ
David Johnston
Email Direct
Financial Services Professional
United States , New York , Buffalo

Former Employees at ROI Financial Group

Explore people who held key positions, contributed to ROI Financial Group's success, and advanced their careers.

Tucker Weppner

Financial Advisor at Sanderson Wealth Manag...

Worked as Finance and Insurance Department - Intern

at ROI Financial Group (2018-2019)

Direct

Scott Zeplowitz

Financial Advisor at Eagle Strategies

Worked as Financial Services Professional

at ROI Financial Group

Direct

Derrick Warburton

Insurance Agent at New York Life

Worked as Insurance Agent

at ROI Financial Group

Direct

Mask Content

Administrative Manager at New York Life

Worked as Title

at ROI Financial Group

Direct

Explore More

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Frequently Asked Questions Regarding ROI Financial Group Employees

How many employees does ROI Financial Group have?

ROI Financial Group has 1-10 employees

Who are ROI Financial Group key employees?

Some of ROI Financial Group key employees are Courtney Robshaw, James Eiseman, Kimberlee Rooth, Joshua McCarthy, Matthew Turco

Where is ROI Financial Group located?

ROI Financial Group’s headquarters are located at 7 Limestone Dr, Buffalo, New York, 14221, United States

How do I contact ROI Financial Group?

ROI Financial Group Contact Info: Phone number: (716) 568-4800 Website: www.roifg.com

What does ROI Financial Group do?

ROI Financial Group specializes in crafting innovative wealth strategies tailored to individual financial goals. They adopt a holistic approach, collaborating with a network of professionals, including CPAs and attorneys, to provide comprehensive financial solutions. The firm emphasizes personal support and bespoke planning, ensuring clients feel h... Read More

Is ROI Financial Group a public company?

ROI Financial Group is private company therefore does not currently have an official ticker symbol

See more information about ROI Financial Group Employees