Rooted Planning Group

Investment Bank/Securities Brokerage - Corning, NY, US

Rooted Planning Group Employees
Kerrie Beene

CERTIFIED FINANCIAL PLANNER™

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Rebekah Eason

Paraplanner

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Rooted Planning Group Details

Rooted Planning Group is a fee-only financial planning firm with multiple locations across the country. We act in the best interest of our clients - always. Our team provides objective, unbiased financial planning with a promise and obligation to never solicit you financial products such as insurance or annuities. Flexibility is important to our clients, and all of our planners are available to meet virtually if you do not have a team-member in your specific location. Start growing your financial future with us today.

Rooted Planning Group logo, Rooted Planning Group contact details
Website: rootedpg.com
Employees: 5 - 9
HQ: N/A
Location: Corning, NY, US
Revenue: Not Available
Financial Planning College/Education Planning Student Loans Small Business Planning Estate Planning Tax Planning Investment Planning Medicare/Social Security Millenials Pre-Retirees
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