The Rosselot Financial Group

The Rosselot Financial Group is a financial planner in Cincinnati, OH. The firm provides goals-based investment advice, retirement planning, and education funding to clients in the Cincinnati, Ohio tri-state business community. With decades of combined experience in the financial services industry, the organization specializes in integrating protection planning with long-term cash flow projections to address risks such as premature death, illness, injury, or the need for long-term nursing care. The advisors also assist individuals navigating 401k or 403b retirement plans through work, offering advice on assets regardless of where they are held, and can build, implement, and monitor retirement programs for companies. The firm maintains a 5.00 rating based on customer reviews.

The group’s approach centers on calculating a target rate of return and building portfolios to achieve client visions as safely as possible. Advisors perform extensive due diligence to identify managers using vehicles such as Third Party Asset Managers (TPAMs), Separately Managed Accounts (SMAs), exchange traded funds, mutual funds, variable annuities, and non-traded alternatives. Strategies are customized based on specific objectives, time horizons, risk tolerance, and tax status. The firm utilizes fiduciary standards and prudent practices to develop comprehensive financial plans that include goal review, funding recommendations, portfolio analysis, insurance needs analysis, and investment selection.

Clients are introduced to a service team that guides them through strategy implementation and establishes future expectations. Ongoing engagement includes monitoring through a ProActive Review Process, where the service team reviews client profiles thoroughly each quarter. The firm communicates recommended changes, investment performance, and plan projections during this process, ensuring plans are adjusted as needed in volatile economic environments. Regular updates occur each Wednesday morning to keep plans on track, and advisors remain available for unexpected life events. The firm is located at 7426 Jager Ct, Cincinnati, OH.

The business is known for its positive rating from customers who have reviewed it, reflecting the satisfaction of those who have worked with its experienced advisors. The firm stands among the strongest financial planners in Cincinnati, offering a service model that exceeds expectations through rigorous due diligence and personalized attention.

The Rosselot Financial Group combines decades of financial services experience with a commitment to exceeding client expectations, making it a trusted choice for financial planning in Cincinnati.

Located at 7426 Jager Ct, the firm sits about a tenth of a mile from Five Mile Road and Alp Memorial Park. It is also roughly three tenths of a mile from Brown Stadium and Fivemile Creek.

BizScoreAI gives the business a Content Quality score of 100 out of 100, meaning the website answers customer questions clearly so AI assistants can quote it directly. It also has a Technical score of 84 out of 100, which ensures the site is secure and indexable for search engines to read without errors.

Services:

• Company Sponsored Retirement Plans
• Education Funding
• Goals-Based Investment Advice
• Protection Planning
• Retirement Account Management