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      ROI Financial

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      ROI Financial reviews

      ROI Financial Review - Financial Analyst ROI Financial Employee Review

      3.0
      Sep 24, 2025
      Financial analyst
      Recommend
      CEO approval
      Business outlook

      Pros

      - A lot of learning since the firm covers different aspects of Finance. (Financial Planning, Investments, Tax) - Smaller firm that allows more flexibility and more learning opportunities - Good team of analysts and client service people that are generally hard working, nice, and helpful.

      Cons

      - Very high turnover, mostly due to the company's CEO - Understaffed at times (due to high turnover) - Not many long lasting analysts or client service employees and therefore there are always new people that need training each year. Which ironically, isn't the best ROI.

      Explore other reviews about ROI Financial

      5.0
      Jul 20, 2022
      Financial analyst
      Recommend
      CEO approval
      Business outlook

      Pros

      Variety of work that keeps the team engaged Many opportunities to grow and learn quickly Exposure to many parts of the business Flexible hours during slower times of year

      Cons

      High volume during busiest times of year can be stressful for some who aren't used to the industry

      4.0
      Jul 24, 2024
      Financial analyst
      Recommend
      CEO approval
      Business outlook

      Pros

      Great experience and fast learning, smaller firm so more 1 on 1 training. Hard working employees and flexible schedule over summer.

      Cons

      High expectations and Long hours. not necessarily a bad thing you’ll learn a lot just won’t have a lot of time outside the office between fall and spring

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