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William M. Stewart

Financial Advisor


Bill specializes in retirement planning for couples and individuals, and 401(k)/Profit Sharing plans for small to medium sized corporations. He helps clients achieve financial results through his family-centered approach to financial planning and portfolio management.

Bill has been advising clients since 2003. He holds series 7 and 66 securities registrations. He earned his B.S. in Mathematics from Xavier University, and spent 30 years in the telecommunications industry before beginning his retirement planning career.

Bill and his wife Dottie live in Montfort Heights, Ohio. In his leisure time, he spends time with his family, plays golf, runs, swims and enjoys the study of the stock market.

Check the background of this investment professional on FINRA’s BrokerCheck

Bill@RosselotFinancial.com
513-449-1689 / fax 513-624-3124
 

OUR ACCOLADES

Rosselot Financial Best Places to Work 2018
Rosselot Financial BBB A+
AIF
Five Star Wealth Manager
Goering Center
WiserAdvisor Member

Best of Cincinnati Top 3


The Rosselot Financial Group 7450 Jager Court Cincinnati, OH 45230
The Rosselot Financial Group
7450 Jager Court Cincinnati, OH 45230 

Phone: (513) 232-6500
Phone: (513) 232-6500
Fax: (513) 624-3124

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To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.