About Root Financial
Root Financial is a financial services firm that specializes in providing innovative solutions for personal finance management, investment strategies, and wealth management. The company aims to empower individuals and businesses to achieve their financial goals through tailored financial planning and advisory services. With a focus on transparency and client education, Root Financial offers a range of services including retirement planning, tax optimization, and investment management. The firm leverages technology to enhance client experience and streamline financial processes, ensuring that clients have access to the tools and resources they need to make informed financial decisions. Root Financial is committed to building long-term relationships with its clients, providing ongoing support and guidance as their financial needs evolve.
Company facts
- Industry
- Financial Services
- Sub-industries
- Wealth Management, Investment Advisory, Financial Planning, Tax Services, Retirement Planning
- Location
- San Francisco, United States
- Employees
- 1–10
- Revenue (USD)
- <1M
Products and services
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