Rooted Wealth Advisors
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
| Saturday | Closed |
| Sunday | Closed |
About us
Rooted Wealth Advisors is a leading financial advisor firm in Peoria, IL, that has been serving clients across the greater surrounding area since 2025. Specializing in financial consulting, our expert advisors provide personalized services in financial planning, investment advice, retirement planning, and conduct informative investment seminars. With a focus on stocks, bonds, and mutual funds, we empower our clients to achieve their financial goals and secure their future. Trust Rooted Wealth Advisors to help you grow and protect your wealth effectively.
| Products | 401K, Annuities, Bonds, College Savings Plans, Employer Sponsored Plans, IRA'S 403B Rollover, IRA's Roth, Mutual Funds, Rollovers, Simple IRA Plans, Stocks, Vehicles, Brokerage Accounts, Trusts, Life Insurance, Long-Term Care Insurance, UGMA's |
| Services | Financial Advice Planning, Financial Consultant, Financial Planner, Wealth Management, Investment Advice, Investment Advisory, Investment Planning, Retirement Planning, Retirement Strategies, Risk Assessment, Investment Seminars |
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