Jonathan Roth
Wealth Manager, Retirement Plan Specialist
My name is Jonathan Roth, and I am a wealth manager and retirement plan specialist with Cetera Investors in Westbury, NY. 11590. Trust, integrity, and honesty are the cornerstones of my practice! Growing up with a single mom who struggled to feed, clothe, and shelter me, I understand the needs of divorced women who may have children. I am always approachable, accessible, and loyal to my clients. They are my family! I offer personalized first-rate service combined with a long-term financial planning approach and fresh thinking to help my clients:
- Certified in Social Security claiming strategies
- Save and invest for retirement, education, and other life events
- Create guaranteed retirement income strategies
- Protect the ones they love
- Plan their legacy
It is my goal to build solid relationships and long-term value to help my clients grow, protect, and enjoy what they have—by making sure their financial strategies work as hard as they do. Do you want a second opinion on your investments or retirement plan? Before having surgery, you don’t have the first doctor you see perform the procedure. You get a second opinion!