STRENGTH IN INDEPENDENCE
Our advisors are highly collaborative and interactive. Communication among our advisors/internals/clients are constant with continuous support for our clients.
In a fee-based relationship, a fee is charged to you for personalized services such as financial planning, portfolio construction, investment strategies, etc.
LPL Research has no proprietary products to sell, and no investment banking relationships to cultivate. Our advisors are compensated for bringing the best recommendations forward to meet clients' needs, which aligns our interests with our clients.
A fee-based relationship provides:
Your Investment Advisor Representative will assist you in determining a suitable approach for professional money management. Mapping out your journey with your Investment Advisor Representative can provide you with better opportunities to achieve your financial goals.
Roop Financial Services is fiercely independent and, as a result, not beholden to any particular financial institution or class or products. Our wealth management process begins and ends with you, the client. By carefully considering your unique needs, our objectivity and independence allows us to use quality solution providers.