wiseradvisor

Karla Stanton CFP®, AIF®
Engler, Garrow & Roth, Ltd

Tel: (419) 794-0550
1645 Indian Wood Circle
Ste.102
Maumee, OH 43537

Where Clients Come First

Engler, Garrow & Roth, Ltd | Financial Advisor in Maumee ,OH

About Engler, Garrow & Roth, Ltd

Engler, Garrow & Roth, Ltd. is a financial planning and wealth management firm with a focus on offering financial planning to the communities we serve. John Engler, Matthew Garrow, Timothy Roth, and Karla Stanton, all CERTIFIED FINANCIAL PLANNER™ professionals, have a commitment to principles put forth by the CFP Board. Each planner is registered with Sigma Financial Corporation as a registered representative and is an Investment Advisor Representative of Sigma Planning Corporation.

The members of our firm have various active memberships in the Financial Planning Association (FPA), the National Association of Insurance and Financial Advisors (NAIFA) and the Society of Financial Services Professionals (SFSP). Staff members are also active in several area Chambers of Commerce, service groups, and charitable organizations.

Engler, Garrow & Roth, Ltd. has a goal to partner with clients who are committed, dedicated and motivated to reaching their financial goals by collaborating with clients to develop personalized comprehensive financial plans.

You can find more information by researching each planner at www.finra.org, www.adviserinfo.sec.gov, www.cfp.net and www.insurance.ohio.gov.


General Information

Firm Start Year:   2006
No.of Employees:   5-9
Insurance License#:   8387776
Name of Broker/Dealer:   Sigma Financial Corporation
Name of Custodial Firm:   National Financial Services
Number of Years with Current Firm:   13
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Annuities, Insurance
I can meet clients in the following ways:   At my office, Via phone, Via email, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Annuity, Life, Health, Annuity, Disability, Long Term Care, Variable Life


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets, Hourly, Flat Fee, Commissions



Disclaimer

Securities offered through Sigma Financial Corporation, member FINRA / SIPC Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Engler, Garrow & Roth, Ltd. is independent of Sigma Financial Corporation and Sigma Planning Corporation.

Karla Stanton CFP®, AIF®

Karla Stanton CFP®, AIF®

Financial planners at our firm focus on several areas of financial planning: retirement planning, goal planning, estate planning, investment planning and management, education planning, charitable giving strategies and planning, insurance planning, business planning, employee benefit analysis, and many more. Each financial planner is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary®.

John Engler, Matthew Garrow, and Timothy Roth have been guest speakers on financial planning, retirement, and estate planning topics for The Ohio State University Extension for the past several years. Matt and Tim have each served as President of the Society of Financial Service Professionals, Toledo Chapter. Tim currently serves on the Board of Lutheran Ministries of Mercy. Matt serves on the Morenci, Michigan Downtown Development Authority Board and is actively involved with the Kiwanis Club of Morenci. John is a past board member of the FPA of Northwest Ohio and currently serves as a board member of the Liberty Center/Liberty Township Joint Economic Development District. Outside of the office, Matt farms 534 acres in Northwest Ohio with his brother where they grow corn and soybeans.

Karla Stanton understands the challenges families face in balancing daily life while saving for the future, so she focuses her practice on the financial goals of families while still assisting clients who are focused on retirement and other goals. Karla has been actively involved in the Northwest Ohio/Southeast Michigan communities her entire life.

My Team

Timothy Roth
Timothy Roth AIF®, CFP®
Within our firm, Tim focuses his practice on financial planning, retirement planning, estate planning, charitable giving strategies, investment management, and insurance analysis.

John Engler
John Engler AIF®, CFP®, ChFC®, CRPS®
Financial planning and investment management programs have been a passion for John for many years. He also focuses on retirement planning, portfolio analysis and design, business owner planning, employer-sponsored retirement plans, and charitable giving strategies.

Matthew Garrow
Matthew Garrow CFP®, ChFC®, RHU®, AIF®,CLU®
As the founding partner with the most experience in the financial services industry, Matt works with individuals and business owners on reaching their financial goals.

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Communities Served

Berkey Blissfield
Bowling Green Bradner
Clay Center Curtice
Custar Cygnet
Deerfield Delta
Elmore Genoa
Gibsonburg Grand Rapids
Graytown Haskins
Holland Ida
Jasper Jerry City
Lambertville Liberty Center
Luckey Lyons
Martin Mc Clure
Metamora Millbury
Monclova Neapolis
Ottawa Lake Palmyra
Pemberville Perrysburg
Petersburg Portage
Riga Risingsun
Rocky Ridge Rudolph
Swanton Sylvania
Temperance Toledo
Tontogany Walbridge
Waterville Wauseon
Wayne West Millgrove
Weston Whitehouse
Williston Woodville
Adrian