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9061 Stone Walk Place
Germantown,TN38138
(901) 683-4030

Your Future

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.

Our Philosophy

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.

Helpful Content

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?