RFG Extended Family

RFG understands that in this day and age our clients seek a financial partner who can provide or refer services beyond our normal scope of work. We collaborate with a number of professionals including attorneys, accountants, health insurance agents, mortgage brokers, and business brokers. Below is a list of our extended family and their services.

For contact information click on the member below or download the pdf to learn more.

Cindy Rose

Tax Specialist

Shawn Gupta

Estate Planning

Kevin Ary

Mortgage Services

Phil Eleson

Business Intermediary

Gayatri Bhatt

College & Charities

OUR ACCOLADES

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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

Cincinnati Best Places to work 2023, 10-24 employee category, recognition is determined by associate feedback through an anonymous survey conducted by Quantum Workplace, an independent research company. Nominees pay an entry fee to participate.

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.