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Cincinnati, Financial Services- Our Firm in Ohio

The Rosselot Financial Group is a well-respected member of the Cincinnati, Ohio tri-state business community. With over 30 years of combined experience as Financial Advisors in the financial services industry, our organization has a unique perspective combining tried fundamentals with new age vision. In addition, our staff strives to provide service that exceed expectations.

Our mission is to facilitate the creation and maintenance of financial independence for our clients while providing service that exceeds their expectations. The Rosselot Financial Group provides money management, business continuation, wealth transfer, and personal financial strategies to business owners, highly compensated individuals, and individuals enjoying their retirement years.

Our financial advisors and financial planners provide and specialize in the following financial services:

*Retirement planning (for individuals and closely held businesses in Cincinnati and surrounding areas)

*Estate analysis and transfer cost reduction concepts

*Insurance analysis

*Asset allocation

*Wealth accumulation and preservation strategies

*IRA planning

*Education funding

*Corporate succession planning

*Insured supplemental retirement income

*Charitable gifting options

Our company founders are active members or contributors to the following organizations:

*Cincinnati Chamber of Commerce CEO Roundtable

*Life Success Seminars

*Advanced Association of Life Underwriters

*National Association of Insurance and Financial Advisors

*Million Dollar Round Table and Top of the Table

*Cincinnati Estate Planning Council

*Goering Center for Family and Private Business

*National Association of Estate Planners

*Financial Planning Association

*Cincinnati Athletic Club

*Coldstream Country Club in Ohio

*Cincinnatisbestbusinesses.com

*The Better Business Bureau

The Rosselot Financial Group is also an OSJ office with financial advisors, financial planners and representatives located in Cincinnati and throughout Ohio.

Who is INVEST?

Click the above link to learn more about Invest.

Who is Pershing?

Click the above link to learn more about Pershing.

Please contact us for additional information about our company or our financial services. For employment opportunities or for employment information, please click on the "Career Opportunities" tab.

INVEST does not provide tax or legal advice. INVEST is not affiliated with entities named above.

Securities and certain insurance products offered through INVEST Financial Corporation, Member FINRA, SIPC and affiliated insurance agencies. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined.

INVEST Financial Corporation’s Privacy Policy

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

Advisory services offered through INVEST Financial Corporation a Registered Investment Advisor. Rosselot Financial and INVEST Financial Corporation are not affiliated.