CONNECT

Address:

4925 Stone Falls Center, Suite A
O'Fallon, IL 62269
618-632-7684
Fax: 618-632-6101

3636 S. Geyer Road, Suite 100
St. Louis, MO
314-833-7684
Fax: 618-632-6101

7500 College Blvd., 5th Floor
Overland Park, KS 66210
913-693-7684
Fax: 913-693-7900

Phone:

Our Firm

      At The Roth Companies, we understand that each client has a unique set of circumstances and corresponding financial objectives.  Many clients are interested in reducing taxes and financial costs that they don't recognize they're overpaying.  Other clients are concerned with planning for college education.  Some clients want to plan for retirement and advanced age in order to create a distribution of assets after death and leave a legacy.  Business owners hope to succeed in a business venture, either alone or with partners.  Thinking ahead becomes key with any of these matters.

 We know that none of these concerns are strictly involving your financial affairs, but are tied to your overall plans.  For these reasons, we advocate a team approach to help crystallize your important financial matters.  Many clients already have a trusted broker, attorney, accountant or banker already advising them on these important financial issues.  We work directly with your current financial advisors to ensure the process to your solution is consistent with your financial objectives.  As part of our commitment to team-oriented services, we strive to develop trusted relationships with our clients and other advisors to help fulfill our clients ultimate goals and objectives.

 

 

   

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck