Daniel Roe (BS, CFP®)

Daniel Roe focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

NAPFA Start Date

April 13, 1993

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This Office

1801 Watermark Dr Ste 300 Columbus, OH 43215-7088 Phone: (614) 481-6900 Fax: (614) 481-6919