Roof Advisory Group, Inc. - Investmant Advisory and Financial Planning Services Roof Advisory Group, Inc. - Investmant Advisory and Financial Planning Services
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ROOF ADVISORY GROUP
ShareFile by Citrix

ShareFile is a secure online portal that we utilize for our clients. This allows us to safely exchange documents between our firm and our clients. Here you will find paperwork, invoices with quarterly reports, portfolio review materials, or more information.


ShareFile ShareFile Frequently Asked Questions (FAQ) get Adobe PDF


Charles Schwab

To access your Charles Schwab investment accounts online, Click Here. You will be leaving Roof Advisory Group, Inc. website and will be entering Charles Schwab Alliance website.


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