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

About Roop Financial Services

Roop Financial Services is an independent fiduciary advisory firm that specializes in personalized financial guidance, focusing on wealth management, retirement planning, and estate planning. They prioritize understanding their clients' unique financial situations to create customized plans that align with their goals. The firm offers proactive guidance and resources to help clients make informed decisions about their financial futures. Their services are designed for individuals and families seeking a holistic approach to financial planning.Explore more
Roop Financial Services's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Roop Financial Services Org Chart

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Revenue

Number of Employees

Type

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Top Executive

Roop Financial Services

<$5M
1-10
Private
<$5M
1990
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1-10
Private
-
2010
JH
Jason HeinzelmannGroup Founding of Provident Wealth Management Partner
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Private
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2017
KB
Keith BergLpl Financial Advisor
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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: GoodWealth Financial Partners, Legacy One Financial, Provident Wealth Management Group
What technology does Roop Financial Services use?
Some of the popular technologies that Roop Financial Services uses are: Cloudflare Website Optimization, Smarsh, Datadog, Postmark
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?

Roop Financial Services is an independent fiduciary advisory firm that specializes in personalized financial guidance, focusing on wealth management, retirement planning, and estate planning. They prioritize understanding their clients' unique financial situations to create customized plans that align with their goals. The firm offers proactive gui... dance and resources to help clients make informed decisions about their financial futures. Their services are designed for individuals and families seeking a holistic approach to financial planning.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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