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Roeser - Finance - Libertyville, IL, USA

Michael Roeser

Libertyville, IL, USA

Summary

Focusing on long-term relationships based on personal service and empathy with clients, Michael Roeser was President of Libertyville, Illinois-based Bedford Financial Group for more than 20 years.

Services

Finance

Summary:

Focusing on long-term relationships based on personal service and empathy with clients, Michael Roeser was President of Libertyville, Illinois-based Bedford Financial Group for more than 20 years. He founded the company in 1991, and received dozens of awards using an individualized approach to portfolio risk management and investment strategies, growing the company’s assets to more than $100 million and the client base to hundreds. Previously, Michael Roeser served as a Manager for Cigna Corporation.

A cum laude graduate of Jamestown College, where he excelled at basketball and still holds scoring records, he served on the Jamestown College Board of Trustees and acted as a Spiritual Director in the Chicago Archdiocese. A Chartered Financial Consultant and Chartered Life Underwriter, Michael Roeser holds memberships in the National Association of Insurance and Financial Advisors and the International Association of Financial Planners. He shares his success with several charitable organizations, including the National Association for Down Syndrome.

Work History

President

Bedford Financial Group

From January 1991

Provide investment strategies, financial planning, and tax management to corporations and individuals.

Qualifications & Certifications

Business Administration/Political Science

Jamestown College

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