The mission of Roop Financial Services is to improve the quality of life for our clients by providing financial clarity, wisdom and confidence. Roop Financial Services is a Tennessee independent financial services firm offering securities and advisory services through Woodbury Financial Services, Inc. Our clients value our dedicated service, objectivity and a team approach to help them grow, preserve and pass on their wealth.
You're independent, and your advisors and agents should be too. From retirement planning, financial risk assessment to estate planning and insurance services, Roop Financial Services is dedicated to providing you with independent advice to help secure your financial goals and dreams. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
We believe that in order to maximize your legacy, you need to live your legacy now. Our mission is helping you do just that. By maximizing your financial situation, you are freed up to pursue your dreams, whatever they may be.