Stephen Roth
Financial Planner at Limestone Financial Group | Newark, New Jersey, United States
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Stephen Roth, C.F.P.® Principal & Founder of Limestone Financial Group, brings over two decades of extensive experience in the financial services industry, specializing in private wealth management, investment advisory services, and comprehensive financial planning. At Limestone Financial, Stephen is dedicated to empowering clients to navigate the complexities of today's financial landscape, characterized by volatility and uncertainty. His leadership is rooted in a deep understanding of emotional intelligence, allowing him to connect with clients on a personal level and address their unique financial needs and aspirations.
Under Stephen's guidance, Limestone Financial has undertaken several key projects aimed at enhancing client engagement and financial literacy. One notable initiative involves the development of tailored financial education workshops that demystify investment strategies and financial planning concepts, enabling clients to make informed decisions that align with their long-term goals. Additionally, Stephen leverages his analytical skills and data analysis expertise to craft personalized investment portfolios that reflect each client's risk tolerance and financial objectives.
As a firm believer in the importance of transparent communication and exceptional customer service, Stephen ensures that clients receive ongoing support and guidance throughout their financial journey. His commitment to ethical practices and fiduciary responsibility is exemplified through the partnerships with LPL Financial and Gladstone Advisory Institution, which provide a robust framework for delivering unbiased investment advice. With a focus on building lasting relationships and fostering financial well-being, Stephen Roth continues to make a significant impact in the lives of his clients at Limestone Financial Group.
Financial Planner at Limestone Financial Group in March 2014 to Present
C.F.P.® Principal & Founder at Limestone Financial Group in March 2014 to Present
Financial Planner at Prudential Financial in March 2003 to March 2014
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Emotional Intelligence
Consulting
Accounting
Analytical Skills
Data Analysis
Retirement Planning
Financial Planning
Finance
Life Insurance
Financial Advisory
Disability Insurance
Securities
Customer Service
Business Development
Management
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Discover more about Limestone Financial GroupWhat is Stephen Roth email address?
Email Stephen Roth at [email protected]. This email is the most updated Stephen Roth email found in 2026.
What is Stephen Roth phone number?
Stephen Roth phone number is +12017884977 and +19089755161.
How to contact Stephen Roth?
To contact Stephen Roth send an email to [email protected]. If you want to call Stephen Roth try calling on +12017884977 and +19089755161. (updated on October 30, 2024)
What company does Stephen Roth work for?
Stephen Roth works for Limestone Financial Group
What is Stephen Roth's role at Limestone Financial Group?
Stephen Roth is Financial Planner
What industry does Stephen Roth work in?
Stephen Roth works in the Financial Services industry.
Stephen Roth Email Addresses
Stephen Roth Phone Numbers
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