William Stewart

Retired Financial Professional

Bill@PlanWithRFG.com
Phone: 513-449-1689
Fax: 513-624-3124

What Motivates You?  

Work. 
 

Favorite Sport:  

Golf 
 

Motto:  

Keep Pluggin’  
 

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

Bill begin advising clients in 2003 and during that time held his 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 began his retirement January 2022.

Bill and his wife Dottie live in Montfort Heights, Ohio. In his retirement 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

OUR ACCOLADES

Best Places To Work 2023
Rosselot Financial BBB A+
AIF
2022 Five Star Wealth Manager
2023 Best of Cincinnati

Check the background of this firm on FINRA’s BrokerCheck

  • The Rosselot Financial Group
    7426 Jager Court Cincinnati, OH 45230
  • Phone: (513) 232-6500
    Fax: (513) 624-3124
Twitter Facebook-f Linkedin Instagram
The Rosselot Financial Group
Copyright 2023 © The Rosselot Financial Group. All Rights Reserved.

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.