The Rosselot Financial Group
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Forms and Presentations

ACH Authorization for Non-Retirement Plans

ACH Authorization for Retirement Plans

ADV Part II

Consulting Services Agreement

How Are My Assets Protected?

Initial Meeting Checklist

INVEST Privacy Policy

Investor Profile Questionnaire

IRA Adoption Agreement

IRA Distribution Request

New Account Form

Rollover IRA Adoption Agreement

Roth IRA Adoption Agreement
About Us
  • Our Firm
  • Our Location
  • Our People
  • Our Process
  • RFG in the News
  • Forms and Presentations
  • Career Opportunities
  • Links
  • Interdependent Advisors
  • Featured Links
  • Client Satisfaction Survey
  • Tell A Friend
Contact Us

7450 Jager Court
Cincinnati, OH 45230

Phone: (513) 232-6500 or (888) 300-1878
Fax: (513) 624-3124

Info @RosselotFinancial.com
Map and Directions

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.