Root Financial Partners

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Root Financial Partners — overview

About

Root Financial Partners is a US based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. The services it offers include investment advisory, investment management, financial planning, business planning, cash flow and debt management, college savings, estate planning, tax planning, retirement planning and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, estates and small businesses.

Root Financial Partners - known decision makers (57)

Position	Location	Asset Class
Associate Advisor	Austin, US	GEN
Associate Advisor	Austin, US	GEN
Associate Advisor	Austin, US	GEN
Associate Advisor	Austin, US	GEN
Associate Advisor	Austin, US	GEN

Showing 5 of 57 known decision makers Root Financial Partners

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