The Roth Financial Group Revenue

Financial Services • West Hartford, Connecticut, United States • 11-20 Employees

The Roth Financial Group revenue & valuation

Annual revenue	$1,368,880
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,400,000
Total funding	No funding

Key Contacts at The Roth Financial Group

Robert Roth

Chief Executive Officer

Stephen Ranieri

Director Of Investments

Kaitlin Fratea

Director Of Operations

Company overview

Headquarters	29 S Main St, West Hartford, Connecticut 06107, US
Phone number	+1532024797
Websites	nm.com rothfinancial.nm.com
NAICS	52
Keywords	Wealth Management, Retirement Planning, Business Planning, Financial Planning, Risk Management Solutions, Investment Solutions, Fee-Based Financial Planning, Employee Benefit Planning
Founded	1982
Employees	11-20
Socials

The Roth Financial Group Email Formats

The Roth Financial Group uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@nm.com), used 81.8% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@nm.com	81.8%
{first initial}	j@nm.com	18.2%

About The Roth Financial Group

Our mission is to help our clients live free of financial stress. Our team partners with each client to create and implement a financial plan that integrates risk management, wealth management, tax strategies, estate planning, and retirement income distribution planning — all under one roof. Clients value our expert perspective on the many financial decisions impacting their lives, including retirement income distribution, tax efficiency, business transition, education funding, leaving a legacy, or perhaps caring for an aging parent. Our experienced team delivers the extensive resources of the Northwestern Mutual Wealth Management Company within the context of an exclusive firm. Your planning will be guided by professionals who have worked to obtain the most respected academic designations in the field.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

C-Suite

Employees by Department

The Roth Financial Group has 6 employees across 3 departments.

Departments

Number of employees

Funding Data

The Roth Financial Group has never raised funding before.

Frequently asked questions

The Roth Financial Group is located in West Hartford, Connecticut, US.

You can reach The Roth Financial Group at +1532024797.

The Roth Financial Group generates an estimated annual revenue of $1,368,880. This revenue figure reflects the company's market position and business performance in its industry.

The Roth Financial Group has an estimated valuation of $4,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

The Roth Financial Group was founded in 1982, making it 44 years old. The company has established itself as a significant player in its industry over this time.

The Roth Financial Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.