Bob Roth

Contact

Bob Roth, CLU®, ChFC®, AEP®
Wealth Management Advisor

29 S Main St Ste 201
West Hartford, CT 06107-2454

Phone: 860-570-7452

Fax: 860-313-0618

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Bob Roth's Commitment To Excellence

"I am dedicated to simplifying the complexities of my clients' financial concerns. I do this with the end in mind.  By analyzing my clients' needs through in-depth fact-finding and needs analysis my staff and I focus on serving each client's unique financial needs as their lives progressively evolve."

Bob Roth
Wealth Management Advisor

Plan Now For Your Future

As a Northwestern Mutual Wealth Management Advisor, Bob Roth has the knowledge and expertise to help you discover your core values and integrate them into your planning process. To develop your plan, Bob will discover your vision for the future, your mission in life and your personal financial philosophy.

Bob will do this by taking the time to get to know you and your family. In this way, he puts you—not your wealth—at the center of the process.

Bob's philosophy for working with clients focuses on following his ethical conduct code. Bob promises clients that he will make every conscientious effort to provide the same quality service that he would want for himself.

 

 

Steve Forbes and John Schlifske on "Econo-ME: Ensuring Your Financial Security in the New Normal”

Northwestern Mutual hosted a speaker series with Steve Forbes, chairman and editor in chief of Forbes Media and John Schlifske, Northwestern Mutual chairman and CEO. Forbes and Schlifske discussed their thoughts on the economy, the markets, and how individuals and business owners can ensure financial security in the new normal. The event was part of a three day, seven-city tour and saw over 4,000 attendees in total. The Hartford event, which took place at the Hartford Marriott Downtown, had over 600 in attendance.

To read more about the event, visit Bob's Community Involvement page.

2011 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our Annual Report features clients who talk about the steps they’ve taken with the help of their financial representative to achieve a financially secure future.

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One of the “World’s Most Admired” Companies

FORTUNE® magazine asked experts to choose the “World’s Most Admired” life insurers. Again, they chose us.

Gift Tax Exemption Sunsets in 2012

Legislation that increased the amount each person can give during life or at death without federal gift or estate tax is $5.12 million only through the end of 2012.

See how permanent life insurance can create leverage to make that gift even more powerful.

Real life story: the realities of long-term care

The reality of long-term care hits hard. Hear former broadcast journalist Meryl Comer’s personal story about caring for her husband, who was diagnosed with Alzheimer’s disease 17 years ago.

Permanent Life Insurance and Building Financial Security

Build Your FoundationView this brief video to learn about the major benefits permanent life insurance can offer, from cash value accumulation to tax benefits and more.

Build Your Foundation For Life

Build Your FoundationSee how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.

Build Your Foundation

Seeking Permanent Life Insurance with the Best Long-Term Value?

Northwestern Mutual is the company to consider based upon data compiled by Blease Research in its Full Disclosure 2011 Whole Life Edition. Get the details here

Do you know the six biggest risks to a secure retirement and how to plan for them?

Learn More.

Do you know the impact a long-term care event can have on your financial security in retirement?

Often the financial effects of long-term care expenses resulting from an accident, a chronic illness or a cognitive impairment are overlooked. Learn more about the impact a long-term care event can have on a retirement.

Go Paperless

Go PaperlessNMIS Online clients can go paperless by enrolling in electronic delivery (e-delivery) of certain account/securities documents.

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Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.