The ROI Group - Financial Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

The ROI Group: Reliable, Objective Information for a Fresh Approach to Futures

Why did we start The ROI Group? Because as family-focused and business-oriented people, we saw a serious void in financial services education for individuals and businesses.

Rick Diamond and our team of professionals charted a mission to fill this void. Through guidance, education, and strategy, our experts help individuals, families, and business owners make solid financial decisions for themselves and their loved ones. 

Pressure not included.

Our Approach: Collaboration & Education

Our experiences have shown us that people are smart. Just like deciding on the right diet or exercise program, armed with the right information people can make wise financial decisions as well.

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.

Here’s what to expect working with us:

You Talk, We Listen

We Educate, You Research

You Decide, We Advise & Implement

We Report, You Adjust

We invite you to browse our ROI Factor blog for information that can help you, your family, and/or your business.

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

The ROI Group - Financial Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

The ROI Group - Financial's Leadership

  • Stylized image of a person
    Y. H.
    Chief Financial Officer
    Phone icon
  • Stylized image of a person
    M. S.
    Board Director
    Phone icon
  • Stylized image of a person
    S. T.
    Licensed Medicare Specialist & Administrative Support
    Phone icon

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 Info
Location
Last Update
  • Stylized image of a person
    Y. H.
    Chief Financial Officer
    Phone icon
    May 29, 2025
  • Stylized image of a person
    M. S.
    Board Director
    Phone icon
    Jun 17, 2025
  • Stylized image of a person
    S. T.
    Licensed Medicare Specialist & Administrative Support
    Phone icon
    United StatesPennsylvania
    Oct 23, 2024

Frequently Asked Questions

What is The ROI Group - Financial known for?

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The ROI Group - Financial was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 550 American Avenue Suite 203 King of Prussia, Pennsylvania 19406 United States; you can contact the main corporate office by phone at . Explore The ROI Group - Financial's company overview page for more information.

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

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The 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?

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The ROI Group - Financial has approximately 2 employees as of February 2026. These team members are located across 1 continents, including North America.

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

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

  • Chief Financial Officer: Y. H.
  • Board Director: M. S.
  • Licensed Medicare Specialist & Administrative Support: S. T.

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