Roop Financial Services, Inc is a Tennessee independent financial services firm. We offer securities and advisory services through Woodbury Financial Services, Inc. Our process for uncovering your True Wealth is thorough, precise and personalized. We call our approach the "Listen - Navigate - Advise.” process – to help you understand our methodology in helping you reach a higher purpose for your wealth.
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. Schedule an appointment.
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