Company Information

Get to know Precision Roth Conversion

Founded by James Conole, CFP®, Precision Roth Conversion is a Registered Investment Adviser (RIA) dedicated to helping clients make optimal decisions regarding Roth IRA conversions. The company utilizes proprietary software and a detailed analytical process to determine the most opportune time and amount to convert from a traditional IRA to a Roth IRA, aiming to maximize long-term, tax-free wealth. They offer their services directly to individuals and also partner with other financial advisors to provide this specialized analysis for their clients.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Precision Roth Conversion

United States

Founded in

2021 (5 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,284 reviews)

Mauritius

2015

(10 years)

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ASIC

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Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.