Roop Financial

Roop Financial

  • 9061 Stone Walk Pl
  • Germantown, Tennessee
  • 38138-7825
  • Phone: 901.683.4030
  • Fax: (901) 682-5400
  • Website

Description

One of the top financial planning firms in Germantown, Tennessee. They help people create coordinated money management plans that bring financial peace-of-mind. The financial advisors at Roop Financial Services, Incorporated specialize in helping clients in transition (receiving an inheritance, in the midst of retirement, 401k rollovers, income planning and employee benefit planning). They also work with small business owners establishing retirement plans and competitive employee benefit strategies. The Roop Financial Services Employee Benefits team are seasoned professionals who understand that a well-designed benefit package is the key to attracting & retaining employees. They continually analyze industry trends and survey data in order to provide Roop Financial Services clients with the most current advice. They use their knowledge and negotiating power to offer some of the best products and at the most competitive rates. Securities and Investment Advisory Services offered through Woodbury Financial Services, Incorporated, PO Box 64284, St Paul, MN 55164-0284, (800)800-2638. Member FINRA, SIPC and Registered Investment Adviser and Roop Financial and Woodbury Financial Services, Incorporated, are not affiliated entities

Fact sheet

Number of employees
1-5

Company contacts

  • Walter Roop
  • Owner

Products & services

employee benefits insurance financial planning consultant financial service

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