05/14/2026
ROI Financial is proud to share that we recently achieved Summit Level recognition with LPL Financial. As part of this distinction, our CEO, Kyle Roy, was honored to be recognized alongside other top-producing advisors from across the country during a special event held in London this past week.
This recognition reflects the continued trust our clients place in us and the dedication our team brings to serving individuals, families, and businesses with thoughtful financial guidance and long-term planning strategies.
Kyle was grateful for the opportunity to attend the event with his wife, making the experience both professionally meaningful and personally memorable. We are thankful for the relationships that make milestones like this possible and remain committed to delivering the high level of service and care our clients expect from ROI Financial.
