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Welcome Kit

Initial Meeting Checklist
Introducing Life View
Financial Planning Engagement
Financial Planning Engagement (Schedule A-1)
Culture
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Due Diligence Process
Our Philosophy
Our Process
ProActive Review
Connecting You To Your Investments
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What To Expect
Form CRS
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OUR ACCOLADES

Cincinnati Best Places to Work 2025
AIF
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
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The Rosselot Financial Group

Cambridge’s Form CRS (Customer Relationship Summary)

Copyright 2026 © 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 2025, 25-49 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. Award received August 28, 2025.

CityBeat’s Best of Cincinnati 2024 Award for Best Financial Planning Services, second place is based on a poll of readers, results released April 2024. This award is not based on investment performance

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. Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. Cambridge and Rosselot Financial Group are not affiliated.