The Roth Financial Group

The Roth Financial Group Planning | Investments | Insurance

Join Roth Financial Group later this month for an exclusive virtual webinar featuring Dr. Marc Milstein, author of The A...
04/22/2026

Join Roth Financial Group later this month for an exclusive virtual webinar featuring Dr. Marc Milstein, author of The Age-Proof Brain. We’re diving deep into science-backed habits that do more than improve memory—they help slow the aging process and boost your daily productivity. Don’t miss this chance to take control of your cognitive health.

When: Thursday, April 30th | 3 PM ET
Register Here: https://us02web.zoom.us/webinar/register/WN_uh2j-luuRieBos0G1bjhrg

Brandon and Alex spent time in Houston celebrating the end of tax season with the Ramdas Accounting team. Grateful for t...
04/17/2026

Brandon and Alex spent time in Houston celebrating the end of tax season with the Ramdas Accounting team. Grateful for the partnership and the chance to wrap a busy season together!

Bob & Alex spent the weekend in Indianapolis cheering on UConn 🏀Great city, great energy, and a whole lot of March Madne...
04/08/2026

Bob & Alex spent the weekend in Indianapolis cheering on UConn 🏀

Great city, great energy, and a whole lot of March Madness. An unforgettable trip all around!

Our team had the pleasure of hosting Aaron, Suzanne, and Terri, from Franklin and Frankel! Their law firm is local to We...
04/07/2026

Our team had the pleasure of hosting Aaron, Suzanne, and Terri, from Franklin and Frankel! Their law firm is local to West Hartford and specialize in Business, Trust and Estate, and Real Estate planning. They shared the ins and outs of the probate process and common estate planning mistakes.

As a team – we’re always looking for different ways to educate clients and add value. We’re grateful for the knowledge shared from Aaron and his team and look forward to partnering with them in the future!

Financial Literacy Month is the perfect time to stop evading and start planning. Whether it's maximizing your 401(k) or ...
04/03/2026

Financial Literacy Month is the perfect time to stop evading and start planning. Whether it's maximizing your 401(k) or refining your budget, the steps you take today define your financial freedom tomorrow.

Join us for a special virtual webinar hosted by Roth Financial Group featuring Dr. Marc Milstein, PhD, speaker and autho...
03/31/2026

Join us for a special virtual webinar hosted by Roth Financial Group featuring Dr. Marc Milstein, PhD, speaker and author of The Age-Proof Brain.

Dr. Milstein will share practical, research-backed strategies to help you slow the aging process, boost productivity, and lower your risk of dementia. This is a powerful opportunity to learn simple habits that can have a lasting impact on your long-term health and cognitive vitality.

Save the date and reserve your spot today. Click the link to register, and feel free to forward this invitation to a friend or family member who would benefit from attending. https://us02web.zoom.us/webinar/register/WN_uh2j-luuRieBos0G1bjhrg #/registration

Join us in congratulating Maryrose Bosse on celebrating two years with Roth Financial Group!Her dedication, attention to...
03/25/2026

Join us in congratulating Maryrose Bosse on celebrating two years with Roth Financial Group!

Her dedication, attention to detail, and commitment to serving our clients well make a meaningful impact every single day. We are grateful for the professionalism and care she brings to our team.

Congratulations, Maryrose, and thank you for the last two years. We are so glad you are part of the RFG family!

Happy St. Patrick’s Day from all of us at Roth Financial Group.May your day be filled with good fortune, meaningful mome...
03/17/2026

Happy St. Patrick’s Day from all of us at Roth Financial Group.

May your day be filled with good fortune, meaningful moments, and a little extra green in all the right places. Here’s to planning wisely, celebrating often, and building a future that feels lucky by design.

Alex, Bob, and friends traded spreadsheets for ski runs and made the most of it. A few days away, plenty of laughs, and ...
03/11/2026

Alex, Bob, and friends traded spreadsheets for ski runs and made the most of it. A few days away, plenty of laughs, and just enough friendly competition to keep things interesting!

In honor of Women’s History Month, we recognize the leaders, innovators, clients, colleagues, and family members whose o...
03/05/2026

In honor of Women’s History Month, we recognize the leaders, innovators, clients, colleagues, and family members whose optimism and confidence have shaped businesses, communities, and generations.

Our recent tournament at Camp Pickleball did not disappoint! Nothing builds team spirit like a little sideline support. ...
02/18/2026

Our recent tournament at Camp Pickleball did not disappoint! Nothing builds team spirit like a little sideline support. Katie showed up ready to cheer us on, and CJ showed up ready to steal the spotlight.

Meet Sean, one of the steady hands on our team and a guy who knows the value of both strategy and fresh air.🏌️ Outside t...
02/18/2026

Meet Sean, one of the steady hands on our team and a guy who knows the value of both strategy and fresh air.

🏌️ Outside the Office
When Sean is off the clock, you’ll likely find him on the golf course, out hiking, or perfecting his disc golf throw. If it involves being outdoors and just a little competitive, he’s in.
🐾 Furry Coworkers
Sean’s household includes two cats, Bailey and Jameson, plus one dog, Hendricks. They keep life interesting and ensure there’s never a dull moment at home.
♥️Organizations Close to His Heart
Sean is actively involved with the Military Order of the Purple Heart, the Veteran Golfers Association, and Veterans of Foreign Wars of the U.S. Supporting fellow veterans and honoring service is deeply meaningful to him.
💡 Best Financial Advice He’s Ever Received
“Take care of the needs first, then focus on the wants.”

We’re grateful to have Sean on the team and even more grateful for the perspective, discipline, and heart he brings to everything he does.

Address

29 S Main Street STE 201
West Hartford, CT
06107

Opening Hours

Monday 8am - 5:30pm
Tuesday 8am - 5:30pm
Wednesday 8am - 5:30pm
Thursday 8am - 5:30pm
Friday 8am - 5:30pm

Telephone

+18605707427

Website

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