PNC Center

Suite # 2020, Troy, MI 48084

Mon – Fri, 9am to 5pm

Sat - By Appointment Only

Welcome to Association Financial Services, LLC — Your Path To A Brighter Future

Wednesday, September 23rd of 2020

PNC Center

Suite # 2020, Troy, MI 48084

Mon – Fri, 9am to 5pm

Sat - By Appointment Only

About Us

In August of 1998…

 

Association Services was started, a successful independent insurance agency accompanied with a strong internet presence which focused on insurance products in Arizona, Michigan, and Ohio. The firm represented many different insurance carriers and specialized in Health, Life, Disability, and Long-Term Care Insurance.

 

In 2005…

 

Association Services transitioned to another market segment due to predictable changes in the Health Insurance industry. Subsequently, we shifted our focus to the IRA, 401(k), 403(b), and 457(b) plan market place. There, financial planning needs were provided to individuals, as well as administrators and educators in school districts across the state of Michigan and Texas. Today, we still provide services for clients that have insurance and financial needs whether they are a group, self-employed, or individual.

 

In 2014…

 

Association Services was reincorporated into two companies – Association Financial Services, LLC and Association Financial, LLC, our affiliated insurance company. Today, financial planning and insurance needs are provided to individuals, administrators, and school employees, but now a majority of time is devoted to Insurance Planning, Investment Planning, Personalized Financial Planning, Retirement Planning, Social Security Planning, and Wealth Management. Association Financial Services is a Registered Investment Adviser and services clients across the United States.
PNC Center | Association Financial Services, LLC

Our Expert Team

We are constantly evaluating the best ways to put your money to work. We are dedicated to building long-term relationships and trust—the kind of trust that is only achieved by delivering consistent, long-term results. Taking a personal interest in the lives of each client and their family, establishing sound financial goals, and building levels of trust are the most important things that lead to a continued and valued relationship.

blank
blank
Managing Member / CCO
Roffé is the Founder,  Managing Member, Chief Compliance Officer, and IAR of Association Financial Services, LLC, as well as Association Financial, LLC.
Click here for Roffé’s Bio
Click here to Email Roffé
View our Form ADV
Download PDF
View our Form CRS
Download PDF
View our Privacy Policy
Download PDF
blank
Investment Sub-Adviser / CFA
For clients with larger portfolios ($50K and above), we utilize Jeff with Eastsound Capital Advisors, LLC, our designated Third-Party Investment Sub-Adviser.
Click here for Jeff’s Bio.
Click here to Email Jeff
blank
Office Manager / Administration
Carolee provides all of our back end support and is currently working to obtain her Series 65 license, so that she can also be an Investment Adviser with our firm.
Carolee’s Bio Coming Soon!
Click here to Email Carolee
Prof-college-pic
IT & Technical Support
Mo handles all of our IT and Technical Support. He makes sure that all of our IT is seamless and functioning correctly. We also use Mo for our personal IT.
Mo’s Bio Coming Soon!
Click here to Email Mo
Top
Association Financial Services, LLC - FREE Newsletter Signup

TOTALLY FREE! Cancel any time!

CLICK HERE TO SIGN UP!

WHY NOT

Newsletter

FREE Weekly

Call Now Button