Roop Financial Services, Inc is a Tennessee independent financial services firm. We offer securities and advisory services through Woodbury Financial Services, Inc. Our first priority is to listen to understand our client. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
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?
Give us a call at 901-683-4030 or email firstname.lastname@example.org and we'll set up a listening session with you to understand your needs. After the meeting we'll put together some information and ideas for strategies that best fit what you've told us about your goals. Next, we'll present these ideas and plans to you and you'll decide whether to make us your advisor.