Our Firm

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

We provide and specialize in the following services:

*Retirement planning (for individuals and closely held businesses)

*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 companies are active members or contributors to the following organizations:

*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

*Cincinnatisbestbusinesses.com

*The Better Business Bureau

The Rosselot Financial Group is also an OSJ office with independent representatives located throughout Ohio. For more information, please click on the "Career Opportunities" tab.

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Please contact us for additional information.

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.