Rooted Wealth Management - Modesto (CA)

Natalia Zielinski Best tax service Ive ever received! Oskar was able to get me a maximum refund, more than ive ever gotten before. They really take their time to work with and talk with you too. Highly recommend for all tax season needs.

David IsHere I’ve had my taxes done with McPherrens for several years and they have always been highly professional and always helpful. Quick and efficient, I have found having McPherrens do my taxes is worth the money.

Elia Medina Great experience!! Jose made our process So much easier. He got us in our dream place in less than 25 days! Thank you so much for all your help with this process, your honesty and commitment to us is very much appreciated..

Matt Saia If you have a fear of investing because you dont completely understand the markets, I highly recommend talking to Bill. He does a great job making complex investing sound simple for the "average" person to understand. Bill knows his stuff!

Nancy Jackson The best health insurance assistance service out there! Pam has been my agent for years. I totally trust her and know that the insurance she finds me will be the best one I can get. She is smart and kind and fun to work with. Medication prices can be a big deal so knowing that Pam has worked with every plan out there and knows which one would be best for me is a huge relief and ever so helpful.