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!
Whyte Wolf Kevin and his Office Administrator, Amy, are a perfect duo. The truly care about their clients and go the extra mile to help. Kevin regularly meets with his clients. He has a wealth of knowledge, listens intently to my concerns and works WITH me to formulate a plan with my retirement goals in mind. I highly recommend this financial advisor and investment office!