Tom@PlanWithRFG.com
Phone: 513-532-2387
Fax: 513-624-3124
My Compliance Disclosures
CaddyShack
Hope for the best, plan for the worst.
Handball
Tom is a life long resident of Cincinnati, currently living with his family in Landon. He has a wide background of experience in the financial services industry, including banking, mortgage banking, and working for the Federal Reserve System.
Tom has been President of two companies and understands that making a commitment to your customers to provide excellent service is the key to success.
Check the background of this investment professional on FINRA’s BrokerCheck.
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 2022, 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.