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Andrew C. Roth offers a variety of specialized services to help clients pursue their financial goals. Scroll through the boxes below to see which services meet your individual needs.
SERVICES
OFFERED
FINANCIAL PLANNING
TAX PLANNING
Reduce your tax liability and let more of your money work for you.
INVESTMENT ASSET MANAGEMENT
Professional fee-based portfolio management through LPL Financial - Member FINRA/SIPC
EDUCATION PLANNING
Long-term planning to ensure you’re ready when your children are.
RETIREMENT PLANNING
Design an investment strategy to help you meet all of your retirement goals.
ESTATE PLANNING
Protect the wealth you've worked for.
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