Nicole Roth, Esq.
Financial Advisor, Registered Representative
Nicole Roth is the third generation to work for CAS Financial. In addition, she maintains a solo law proprietorship and handles legal transactional matters.
Professional Licenses and Designations
- FINRA Registrations: Series 6, Series 63, Series 65
Insurance Licenses
- Health Insurance
- Life Insurance
Designations
- ESQ
My Areas of Focus
- Estate Planning: Business Organizations, Estate Plans, Trusts, Wills, Durable Power of Attorney
- General Tax Services: Tax Planning and Preparation, Year-End Planning, Incorporations
- IRS Matters: Tax Petitions and Consulting