OUR FIRM provides comprehensive financial planning, investment management programs, employer-sponsored retirement plans and insurance to professionals, business owners and other affluent clients. We u...
OUR FIRM provides comprehensive financial planning, investment management programs, employer-sponsored retirement plans and insurance to professionals, business owners and other affluent clients. We utilize a team approach and our proprietary consulting process to analyze your current situation and make recommendations to help you reach your financial goals and objectives. Our recommendations are based solely on your specific needs, circumstances and goals. OUR MISSION is to help build, manage and preserve your wealth. Our success is not measured by performance statistics but rather by helping our clients achieve their goals. 1645 Indian Wood Circle, Suite 102 Maumee OH, 43537 Phone: 419-794-0550 Securities offered through Sigma Financial Corporation, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through Sigma Planning Corporation, a Registered Investment Advisor. Engler, Garrow & Roth, Ltd. is independent of Sigma Financial Corporation and Sigma Planning Corporation. This communication is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Sigma Financial Corporation, Sigma Planning Corporation, or Engler, Garrow & Roth, Ltd. Furthermore, to ensure compliance with certain SEC and FINRA rules we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.