Your Future - Guidance starts with hearing you out.
Roop Financial Services, Inc is a Tennessee independent financial services firm. We offer securities and advisory services through Woodbury Financial Services, Inc. Our advisors take the time to understand what matters to you and why, before discussing investment strategies. 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. 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.
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!