Roush Investment Group

Description

• REGISTERED INVESTMENT ADVISOR (RIA), ACCREDITED INVESTMENT FIDUCIARY, FINANCIAL LIFE AND RETIREMENT PLANNERS FOR CENTRAL VALLEY BUSINESS OWNERS Roush Investment Group is one of fewer than 950* firms in California with an active Accredited Investment Fiduciary® certification, which represents the industrys highest fiduciary standard of care. The firm adopted its fiduciary standardto place the clients best interest ahead of its own at all timesbefore the proposed DOL fiduciary rule began to emerge. With a decades-long investment background at large national banks and broker-dealers, Rick Roush felt compelled in 2010 to launch his own fee-only RIA firm to advocate for objective, transparent and fully disclosed investment advice, so critically needed by business owners, their families, and employees in the central valley and central coast regions. On the retirement side, Roush Investment Group augments the expertise of its close-knit team of financial specialists with select market leaders to form a veritable command center of ERISA compliance. The firms proprietary DCPro Process insulates plan sponsors with a 99 percent protection shield against the burden of 401(k) plan liability. *Source: fi360
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  Headquarters:2014 Tulare Street Suite 608, Fresno, California, United States

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  Phone Number: +1 559-445-1175

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  Website: https://www.roushinvestments.com

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  Employees:6

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  Revenue:$1 - 10M

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  Legal Name:Roush Investment Group

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• |  NAICS Code: 523110  |

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