What Clients Are Saying Rooted Wealth Advisors (GG)
5 /5 Kelsey Moehring: Rooted has been a wonderful company with a family feel. They do a wonderful job checking in, and making adjustments on the fly or by request. They host client appreciation events to show they care about the person. I would recommend their services to anyone.
5 /5 Lisa Nafziger: The Rooted Wealth team is a wealth of information- no pun intended. Great firm for all your investment and retirement planning!
5 /5 Dave Lander: Great Event! Love Smaller Gatherings. Rooted Wealth treats their clients like Royalty!
5 /5 David Lander: Rooted Wealth really appreciates their clients. Their special events are always a fun outing and it is nice to have the opportunity to hang out with members of the their Team. Felix & Fingers were all that you could ask for. They were GREAT!
Tim Meister Matt is the best investing adviser I have ever met. He has the heart of a teacher, he made sure that I understood all my options and how they worked before I signed anything. Thank you Matt you’re the best..
Brenda Juhlin Kelsey has been awesome to work with. Shes very professional and kind. Ive done several mortgages with her over the years and shes been phenomenal!
Kelly Hannah Think I had this insurance company since I was 18 lol sharon is the best and mike is very layed back thank u both for all u have done for me and my family