Rooted Wealth Advisors
Business hours
Monday 08:30 17:00, Tuesday 08:30 17:00, Wednesday 08:30 17:00, Thursday 08:30 17:00, Friday 08:30 17:00, Saturday CLOSED, Sunday CLOSED
About us
We're Rooted Wealth Advisors, and we're a local financial planner and investment service here in Bloomington, IL. We specialize in retirement planning, financial planning, investments, and wealth management, and we offer stocks, bonds, mutual funds, college savings plans, and much more. We started this business with the intention of helping our community plan for the future. We're looking forward to partnering with Normal, Yuton, and Barnes consumers to continue to offer a premier financial planning experience. We'd like to personally invite you to call us for assistance and advice on building your wealth, managing your finances, and planning your retirement.
| Payment options | Personal Checks, Discover, American Express, Debit Cards, Cash, MasterCard, Visa, PayPal |
| Tags | Financial Planner, Retirement, 401K, Wealth Management, Investments |
| Products | Annuities, Bonds, Brokerage Accounts, College Savings Plans, Employer-Sponsored Plans, IRAs, Life Insurance, Long-Term Care Insurance, Mutual Funds, Retirement Vehicles, Roth IRA's, Simple IRA Plans, Stocks, Trusts, UGMA's |
| Services | 401(k) Rollovers, 403(b) Rollovers, Financial Advice, Financial Consultant, Financial Planner, Investment Advice, Investment Advisory, Investment Planning, Investment Seminars, Retirement Strategies, Risk Assessment |
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