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
- Website
- rootedretirement.com
- Industry
- Financial Services
- Employees
- 17
- Founded
- 1988
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Zach Gray Crpc, Lacp | Founder at Rooted Wealth Advisors | Bourbonnais, Illinois, United States |
Email
Phone
|
| John Savarino | Senior Investment Advisor at Rooted | Champaign, Illinois, United States |
Email
Phone
|
| Jerry S. Fuesel | Director of Operations | Greater Chicago Area, United States |
View
|
| Sarah Marion, Iom | Events Manager - Disc S/i - Enneagram 3 |
View
|
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 | Phone | |
|---|---|---|---|
| Executive | 2 | 2 | 1 |
| General | 1 | 1 | 1 |
| Sales | 1 | 1 | 0 |
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