Company Email Format Management

Rooted Planning Group

Investment Management Corning, New York, United States 4 employees

Employees: 4
Contacts: 1
Emails: 1
Phones: 1

rootedpg.com LinkedIn

Rooted Planning Group Overview

Headquarters: Corning, New York, United States
Phone Number: Available in AeroLeads
Website: rootedpg.com
Industry: Investment Management
Employees: 4
Funding: ,
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Financial Planning College/Education Planning Student Loans Small Business Planning Estate Planning Tax Planning Investment Planning Medicare/Social Security Millenials Pre-Retirees

About Rooted Planning Group

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 Contact Details

People in AeroLeads: 3
With contact data: 1
Email contacts: 1; 33.3% coverage
Phone contacts: 1; 33.3% coverage

Rooted Planning Group Org Chart

Sample employees and titles

Name	Title	Location	Contact
Kate Welker	Certified Financial Planner at Rooted	Hornell, New York, United States	View
Rebekah Eason	Paraplanner at Rooted Planning Group	Hornell, New York, United States	View
Muriel Parrotte	Client Support	Horseheads, New York, United States	Email Phone