Roi
ROI is a fee-only financial planning firm based in Kalamazoo, MI, dedicated to aligning its interests with those of its clients by avoiding commission-based compensation. With over 50 years of combined experience, ROI's advisors actively manage investment portfolios and provide comprehensive financial planning services tailored to meet individual client goals.
Founded in 1992, ROI has successfully transitioned to a second-generation family-owned business, ensuring stability and personalized service. The firm's commitment to continuous education and open communication fosters long-term relationships, helping clients navigate financial challenges through various life changes.
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