Tax security consulting in Vermilion, Ohio

Roztas Financial Services LLC, located at 3409 Liberty Avenue in Vermilion, Ohio, is a finance and insurance agency. As a part of B. Riley Wealth, we offer a world-class wealth management and financial planning platform to provide clients with a full suite of services including brokerage, investment management, insurance, and tax preparation. Our institution is backed by a parent company with a powerful national footprint, offering stability and strength to address complex financial needs. Our financial professionals have the expertise, experience, and resources to help clients grow, protect, and enjoy their wealth. From individuals and families to businesses and non-profit organizations, we develop comprehensive wealth plans tailored to clients' financial goals. With access to extensive capital market products and services, including award-winning equity research through B. Riley Securities, we can help clients achieve their financial goals.

Edward Jones - Financial Advisor: Terry L Caudill is a reputable finance institution located at 4238 Liberty Avenue in Vermilion, Ohio, United States. Terry L Caudill is a trusted financial advisor who helps clients achieve their financial goals through personalized investment strategies and expert guidance. With a focus on building long-term relationships and providing superior customer service, Edward Jones - Financial Advisor: Terry L Caudill is dedicated to helping individuals and families secure their financial futures. Contact them today to start planning for a more secure tomorrow.