Insights

Personalized Financial Planning Engler, Garrow & Roth Ltd specializes in tailored financial planning and investment management services for high-net-worth clients, indicating potential for partnerships or technology solutions that enhance personalized client experience.

Technology Stack Utilization The firm leverages multiple cloud and analytics tools including Amazon S3 and Site24x7, suggesting opportunities to offer advanced cybersecurity, cloud management, or data analytics services.

Market Niche Focus Serving affluent professionals and business owners with a comprehensive suite of financial services positions the company as a strategic client for premium financial technology, estate planning, or specialized software solutions.

Revenue Growth Potential With an estimated revenue range of one to ten million dollars and a small team, there is significant potential for sales of scalable financial technology platforms, marketing automation, or operational efficiency tools tailored for small financial firms.

Financial Industry Alignment As an independent firm partnered with Sigma Financial Corporation and Sigma Planning Corporation, Engler, Garrow & Roth Ltd could benefit from compliance, regulatory tech solutions, or financial data management services aimed at maintaining compliance and operational excellence.

Similar companies to Engler, Garrow & Roth Ltd

Engler, Garrow & Roth Ltd Tech Stack

Engler, Garrow & Roth Ltd uses 8 technology products and services including Section.io, Amazon S3, Cloudflare, and more. Explore Engler, Garrow & Roth Ltd's tech stack below.

  • Section.io
    Content Delivery Network
  • Amazon S3
    Content Delivery Network
  • Cloudflare
    Content Management System
  • Site24x7
    Real User Monitoring
  • Cloudflare Bot Management
    Security
  • Google Tag Manager
    Tag Management
  • YouTube
    Video Players
  • AddThis
    Widgets

Media & News

Engler, Garrow & Roth Ltd's Email Address Formats

Engler, Garrow & Roth Ltd uses at least 1 format(s):
Engler, Garrow & Roth Ltd Email FormatsExamplePercentage
First.Last@egrfinancial.comJohn.Doe@egrfinancial.com
100%

Frequently Asked Questions

Where is Engler, Garrow & Roth Ltd's headquarters located?

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Engler, Garrow & Roth Ltd's main headquarters is located at 1645 Indian Wood Circle Suite 102 Maumee, Ohio 43537 United States. The company has employees across 1 continents, including North America.

What is Engler, Garrow & Roth Ltd's phone number?

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You can contact Engler, Garrow & Roth Ltd's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Engler, Garrow & Roth Ltd's official website and social media links?

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Engler, Garrow & Roth Ltd's official website is egrfinancial.com and has social profiles on LinkedIn.

What is Engler, Garrow & Roth Ltd's NAICS code?

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Engler, Garrow & Roth Ltd's NAICS code is 52 - Finance and Insurance.

How many employees does Engler, Garrow & Roth Ltd have currently?

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As of February 2026, Engler, Garrow & Roth Ltd has approximately 1 employees across 1 continents, including North America. Key team members include Partner: M. G.. Explore Engler, Garrow & Roth Ltd's employee directory with LeadIQ.

What industry does Engler, Garrow & Roth Ltd belong to?

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Engler, Garrow & Roth Ltd operates in the Financial Services industry.

What technology does Engler, Garrow & Roth Ltd use?

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Engler, Garrow & Roth Ltd's tech stack includes Section.ioAmazon S3CloudflareSite24x7Cloudflare Bot ManagementGoogle Tag ManagerYouTubeAddThis.

What is Engler, Garrow & Roth Ltd's email format?

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Engler, Garrow & Roth Ltd's email format typically follows the pattern of First.Last@egrfinancial.com. Find more Engler, Garrow & Roth Ltd email formats with LeadIQ.

Engler, Garrow & Roth Ltd

Financial ServicesOhio, United States0-1 Employees

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.

Section iconCompany Overview

Headquarters
1645 Indian Wood Circle Suite 102 Maumee, Ohio 43537 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Engler, Garrow & Roth Ltd's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Engler, Garrow & Roth Ltd's revenue is estimated to be in the range of $1M$10M

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