ROI

With individuals and families, we understand that it takes a large time investment for people to think through their budget, their goals, and what matters most to them. Working towards a financial future - and developing a plan for one - takes thoughtful work, both on our part and on the part of the individuals and families we work with daily. Our goal is to perform on the behalf of our clients to ensure this time is not wasted... With businesses and business owners, our goal is to provide education so that each company's key asset - its people/workforce - is maximized. We aim to help business owners and key personnel find ways to grow revenue and save money - all while increasing the productivity and loyalty of your employees... The way we work with individuals and businesses is simple: We provide financial education, historical data, legal and tax implications, and all the possible options that could fit your personal scenario. Then, you make the decisions.

Also known as: THE ROI GROUP LLC

Primary location: Wayne United States