Rooted Wealth Management - Modesto (CA)

Mademoiselle Chappell Carolyn at the Richmond Ca store is delightful. Everytime I go in for services, she is bright, upbeat, and always willing to help. She went out of her way to remind me that my previous card needed to be updated soon to a Flare account and we did it that day. I look forward to being helped by her each time I go in. Thanks Carolyn!

Michael Banayan integrity and honesty is what goes on here

Francesso Olivia I was there to get an award letter had to wait over an hour took 5 minutes to get the letter should make it easier to get online or workers should return a call I called for 5 days and never received a callback

Lindy Adolph My husband and I have utilized the services of Portia White at Whelan Financial for over a decade. We deeply value the work that Portia does for us and for the relationship that we have with her! Portia developed our retirement plan, with our input. She has provided us with so much information and education related to our finances. We completely trust her, and the entire Whelan team, which is a great source of comfort! We highly recommend Whelan Financial, without reservation!