Rooted Planning Group

Growing your future today.

General Information
Company Name
Rooted Planning Group
Founded Year
-
Location (Offices)
Corning, United States +6
Founders / Decision Makers
Number of Employees
5
Industries
Finance, Financial Services
Funding Stage
-
Social Media

Rooted Planning Group - Company Profile

Rooted Planning Group is a fee-only financial planning firm with a slogan of "Growing your future today." The company operates in the Finance and Financial Services industries, serving clients across the country from multiple locations. Their focus on acting in the best interest of their clients is evident in their commitment to providing objective, unbiased financial planning without soliciting financial products such as insurance or annuities. One notable aspect is the team's dedication to flexibility, offering virtual meetings for clients without a local team member. This aligns with their promise to help clients grow their financial future. While specific information regarding the founding date and last investment is not available, this firm's commitment to client-centric, ethical financial planning makes it a compelling potential investment opportunity for venture capital.

Taxonomy: Fee-only Financial Planning, Objective Financial Planning, Unbiased Financial Planning, Virtual Financial Planning, College/Education Planning, Small Business Planning, Estate Planning, Tax Planning, Investment Planning, Medicare/Social Security, Millennials, Pre-Retirees

Funding Rounds & Investors of Rooted Planning Group (0)

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There is no investment information

Latest News of Rooted Planning Group

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No recent news or press coverage available for Rooted Planning Group.

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