Jim Rodd

Financial Planner
Registered Representative
New England Securities

Financial Partners Group
7755 Montgomery Road, Suite 150
Cincinnati, OH 45236

Phone: (513)332-9981
Fax: (512)621-9300
E-mail: jrodd@financialpg.com

Jim works extensively with small business owners, professionals and their families. He helps them accumulate and preserve wealth to meet their personal and business goals. Jim’s services include: Fee-Based Financial Planning, Estate Planning, Retirement Planning, Investment Management Services and Risk Management. Jim attended the University of Cincinnati and received a B.B.A. in Finance and Quantitative Analysis. He has been in the Financial Services industry since 1984 and with Financial Partners Group since 1998. He is a lifetime member of the New England Financial Leader’s Association and a member of the New England Securities Inner Circle. He also is a member of the Cincinnati and National Association of Insurance and Financial Advisors. Jim has been a resident of the Cincinnati area for over 20 years and lives in the community of White Oak with his wife and two teenage children. He has been actively involved with youth sports and coached many teams. He also is a member of the NW Cincinnati chapter of the National Exchange Club and Clovernook Country Club.