Edward L. Roth,  CFP<sup>&reg;</sup> - Financial Advisor

Edward L. Roth, CFP®

PO Box 53129
Pettisville, OH 43553-0129
(800) 999-2701

General

Edward Roth is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Pettisville, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Insurance Licenses

  • Life insurance: IN,MI,IL
  • Health/disability insurance: Same
  • Property/casualty
  • Fixed annuities: Same
  • Variable annuities: Same

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources