Welcome! We are The Rosselot Financial Group and today is the "first day of the rest of your life." By visiting our website you can get started today on your "plan for life."
Our mission is to facilitate the creation and maintenance of financial independence for our clients while providing Financial Advisor, Financial Planner and Investment Advisor services that exceeds their expectations.
The Rosselot Financial Group provides Financial Advisor, Financial Planner and Investment Advisor services to the greater Cincinnati area including areas such as Anderson Township, Turpin, Indian Hill, Hyde Park, Mount Adams, Coldstream, Mount Lookout and more. We also offer money management, business continuation, wealth transfer and personal financial strategies to business owners, highly compensated individuals and individuals enjoying their retirement years.
By offering multi-generational planners and attention to the most intimate goals and dreams of our Cincinnati clients, we are committed to being trusted advisors and confidants to them, their children and grandchildren.
"Plan For Life."
Use the "contact us" tab for more information or call 513-232-6500 or (888) 300-1878.
We are recognized as a unique, family-owned organization with an understanding of the importance of accumulating, preserving and transferring wealth while maintaining family values and relationships to perpetuate our clients` businesses, careers, and communities. We take pride in delivering superior service and key investment strategies to our Cincinnati based clients and keeping them informed of the latest news and changes in the markets.
By being sensitive to our client relationships, both our Cincinnati clients and our organization succeed in an evolving financial world. So if you are looking for a quality Financial Advisor, Financial Planner or Investment Advisor, you have come to the right place.
Thank you for visiting our comprehensive website. We hope that our organization will provide you the essential tools to "Plan For Life."