About Root Financial Partners
Root Financial Partners is a financial services firm that specializes in providing comprehensive financial planning and investment management services. The firm is dedicated to helping individuals and businesses achieve their financial goals through tailored strategies and expert guidance. With a focus on building long-term relationships, Root Financial Partners offers a range of services including retirement planning, wealth management, tax planning, and estate planning. The firm prides itself on its client-centric approach, utilizing a team of experienced financial advisors who work closely with clients to understand their unique needs and objectives. Root Financial Partners is committed to transparency and integrity, ensuring that clients are well-informed and confident in their financial decisions.
Company facts
- Industry
- Financial Services
- Sub-industries
- Wealth Management, Investment Advisory, Financial Planning, Tax Planning, Estate Planning
- Location
- New York, United States
- Employees
- 1–10
- Revenue (USD)
- <1M
Products and services
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