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The ROI Group - Financial Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

The ROI Group - Financial operates in the financial services sector, providing guidance and education to help individuals, families, and business owners make informed financial decisions. Based in King of Prussia, Pennsylvania, the firm emphasizes a collaborative, educational approach, offering financial education, historical data, and explanations of legal and tax implications, along with a range of options tailored to each client’s situation. The company describes its process as listening to clients, researching options, deciding on a course of action, and providing advisory and implementation support with ongoing adjustments. Recent coverage references partnerships and digital-security initiatives linked to the ROI Group, indicating activity beyond traditional educational services.

Find The ROI Group - Financial employees' phone numbers or email addresses

The ROI Group - Financial Global Highlights

Location
Employees

North America
4

Minus sign iconPlus sign icon
  • United States Of America
    4

The ROI Group - Financial's Leadership

  • Stylized image of a person
    Y. H.
    Chief Financial Officer
    Mobile Phone
  • Stylized image of a person
    M. S.
    Board Director
    Mobile Phone

The ROI Group - Financial Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from The ROI Group - Financial

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    Y. H.
    Chief Financial Officer
    Mobile Phone
    May 29, 2025
  • Stylized image of a person
    M. S.
    Board Director
    Mobile Phone
    Jun 17, 2025

Frequently Asked Questions

What is The ROI Group - Financial known for?

Minus sign iconPlus sign iconThe ROI Group - Financial was founded in 2015 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-610-265-****
. Explore The ROI Group - Financial's company overview page for more information.

What is The ROI Group - Financial's most common email format?

Minus sign iconPlus sign iconThe ROI Group - Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The ROI Group - Financial email formats with LeadIQ.

How many employees does The ROI Group - Financial have currently?

Minus sign iconPlus sign iconThe ROI Group - Financial has approximately 2 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are The ROI Group - Financial's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, The ROI Group - Financial's key employees include:

  • Chief Financial Officer: Y. H.
  • Board Director: M. S.

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