Roop Financial Services

Finance · Tennessee, United States · 1-10 Employees

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Overview

Headquarters

9061 Stone Walk Pl, Germantown, Tennesse...

Phone Number

(901) 683-4030

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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1
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1

About Roop Financial Services

Walter W. Roop CLU® is an independent financial advisory firm dedicated to providing personalized investment and financial services. They focus on understanding clients' life goals to offer tailored strategies that maximize after-tax income in retirement while minimizing taxes. Their services include retirement planning, estate planning, investment planning, and insurance planning, aimed at supporting clients throughout their wealth management journey. The firm emphasizes building long-lasting relationships and providing education and guidance at every stage of the financial journey.Explore more
Roop Financial Services's Social MediaPopular SearchesRoop Financial Services IncRoop Financial ServicesRichard FisherRoop FinancialSIC Code 62,628NAICS Code 52,523Show more

Roop Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Roop Financial Services

<$5M
1-10
Private
<$5M
1990
<$5M
1-10
Private
-
2010
RP
Ryan PeelerFinancial Planning Assistant
<$5M
1-10
Private
-
2004
JS
Jonathan SiasWealth Advisor
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
-
SZ
Skyler ZorehkeyAssistant Manager
<$5M
1-10
Private
-
2017
AG
Adam GoodLpl Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Roop Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Roop Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Roop Financial Services.

Roop Financial Services financials insights

Gather financial insights about Roop Financial Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$92K

See All Roop Financial Services's Financials Insights

Roop Financial Services Tech Stack

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Frequently Asked Questions Regarding Roop Financial Services

What is Roop Financial Services's official website?
Roop Financial Services's official website is www.roopfinancial.com
What is Roop Financial Services's Revenue?
Roop Financial Services's revenue is <$5 Million
What is Roop Financial Services's SIC code?
Roop Financial Services's SIC: 62,628
What is Roop Financial Services's NAICS code?
Roop Financial Services's NAICS: 52,523
How many employees does Roop Financial Services have?
Roop Financial Services has 1-10 employees
What industry does Roop Financial Services belong to?
Roop Financial Services is in the industry of: Finance, Securities Trading
What is Roop Financial Services competition?
Roop Financial Services top competitors include: Duralegacy Financial Services, Capriotti, GoodWealth Financial Partners, Legacy One Financial
What technology does Roop Financial Services use?
Some of the popular technologies that Roop Financial Services uses are: Cloudflare Website Optimization, Smarsh, Postmark, Google Tag Manager
How do I contact Roop Financial Services?
Roop Financial Services contact info: Phone number: (901) 683-4030 Website: www.roopfinancial.com
What does Roop Financial Services do?

Walter W. Roop CLU® is an independent financial advisory firm dedicated to providing personalized investment and financial services. They focus on understanding clients' life goals to offer tailored strategies that maximize after-tax income in retirement while minimizing taxes. Their services include retirement planning, estate planning, investment... planning, and insurance planning, aimed at supporting clients throughout their wealth management journey. The firm emphasizes building long-lasting relationships and providing education and guidance at every stage of the financial journey.Read More

What are Roop Financial Services social media links?
Roop Financial Services Linkedin page Roop Financial Services Facebook page
Is Roop Financial Services a public company?
Roop Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Roop Financial Services

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