Rooted Wealth Advisors

Rooted Wealth Advisors

Financial Services Bourbonnais, Illinois, United States 17 employees
Employees
17
Contacts
2
Emails
2
Phones
2

Rooted Wealth Advisors Overview

Headquarters
Bourbonnais, Illinois, United States
Industry
Financial Services
Employees
17
Founded
1988
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Rooted Wealth Advisors

“We believe you deserve to have someone working for your money and your family as hard as you’ve worked to build those things. We also believe it’s possible for you to receive financial guidance from someone who knows you by name.” - Founder, Zach Gray Investment advisory services offered only by duly registered individuals through Rooted Wealth Advisors.

Rooted Wealth Advisors Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
2
50.0% coverage

Rooted Wealth Advisors Org Chart

Sample employees and titles
Name Title Contact
Zach Gray Crpc, Lacp Founder at Rooted Wealth Advisors
Email Phone
John Savarino Senior Investment Advisor at Rooted
Email Phone
Jerry S. Fuesel Director of Operations
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Sarah Marion, Iom Events Manager - Disc S/i - Enneagram 3
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Employees by Management Level

Director 3 profiles
Individual contributor 2 profiles
Executive 1 profile
Manager 1 profile
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 2 2 1
General 1 1 1
Sales 1 1 0

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