Roop Financial Services, Inc is a Tennessee independent financial services firm. We offer securities and advisory services through Woodbury Financial Services, Inc. When you work with our advisors, you gain the strength of a community of professionals with the support of a diverse team of financial planning leaders. Our advisors will orchestrate a bespoke plan, tailored to your situation.
Our team of dedicated professionals are constantly exploring and assessing the ever-changing landscape of investments, tax codes, markets and planning strategies - with a singular focus n maintaining am evidence-driven approach that puts our client's interests first.
Every relationship begins with our Discovery process. We listen to your story, learning your needs and dreams to ensure the Planning process reflects the heart of what you want to achieve. Getting to know you doesn’t end with Discovery. We believe that the most fruitful relationships are forged over time and we are committed to listening to your changing needs and desires.
After Discovery, your team of credentialed financial planners begin the Planning process. Eight key elements of wealth management are covered: financial planning, estate planning, investment management, tax strategies, retirement planning, charitable giving, education planning, and risk management. We interact with you throughout the process to ensure we accurately capture every detail.
Once Planning is complete, your team will meet with you to share strategic ideas, provide detailed Insight with Recommendations, and incorporate your valuable feedback. The completed plan is the starting point for regularly scheduled review Meetings during which we track goals and monitor progress. We are committed to the highest level of transparency and eager to address all of your questions and concerns.
President / CEO
Director of Employee Benefits
Account Manager, Employee Benefits
Internal for Walter Roop