The ROI Group, LLC

Finance / Banking / Insurance

The ROI Group, LLC is a thoughtful, passionate financial services company that helps individuals, families, and businesses build, manage, and protect their futures. Founded by entrepreneur and financial services veteran Rick Diamond, AIF, our company offers guidance, education, and strategy to help people achieve their financial and business goals. Services for individuals and families include savings and cash building, insurance and protection, college planning, retirement planning, and brokerage accounts. Services for businesses include tax mitigation, business operational insight, employee benefits, executive compensation, transfers and exits, and risk management.