Interest First

We Put Your Interest First

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.

Traditionally, the business of providing investment advice has been centered on "selling." Financial institutions develop products and brokers (or salesmen) generally sell those proprietary products to customers. Brokers are paid to transact, whereas it may be in your best interest to buy and hold where you pay a fee based on the assets management.

Roop Financial Services is fiercely independent and, as a result, not beholden to any particular financial institution or class of products. Our wealth management process begins and ends with you, the client. By carefully considering your unique needs, our objectively and dependence allows us to use quality solution providers, while steering clear of conflicts of interest.

How can this be? It's simple. There is little incentive for us, as an independent, Investment Advisor Representative, to do anything other that that which is in your best interest at all times. We are free to give you what we believe to be the best advise possible because we work directly for you and are paid by you - not by another financial institution. Should a potential conflict of interest arise, we will disclose and discuss in detail with the prospect/client and provide written confirmation of said disclosure.