WE PROVIDE COMPLETE FINANCIAL PLANNING ADVICE TO HELP OUR CLIENTS WITH ALL ASPECTS OF THEIR FINANCIAL LIVES.
Roop Financial Services, Inc is a Tennessee independent financial services firm. We offer securities and advisory services through Woodbury Financial Services, Inc. Our holistic approach helps you plan and organize all aspects of your financial life and make smart, long term financial decisions. To help you find the plan that works for you, we want to get to know you first. Our goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
- We listen
- We are objective
- We specialize
We specialize in working with people who are going through a life transition. Examples: Buying or selling a business, getting married, closing in on retirement, relocating, receiving a windfall inheritance, divorcing, widowed, finding yourself between jobs, having a death in the family, negotiating an executive pension package. Our clients value our dedicated service, objectivity and a team approach to help them grow, preserve and pass on their wealth. We strive to improve the quality of life for our clients by providing financial clarity, wisdom and confidence. Our clients value our dedicated service, objectivity and a team approach to help them grow, preserve and pass on their wealth.
What is the best way to get started with Roop Financial Services?
Schedule a complimentary listening session today. Call 901-683-4030 to schedule a time with our team. We want to hear you out!