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Rooted Wealth Advisors
About Us
Rooted Wealth Advisors, based in St. John, IN, serves clients in the surrounding areas with expert financial guidance and planning. Established with a commitment to helping individuals secure their financial futures, our team specializes in providing comprehensive services including financial consulting, investment advice, and retirement planning. As experienced consultants, we offer tailored solutions covering a diverse range of financial instruments such as stocks, bonds, mutual funds, and annuities. At Rooted Wealth Advisors, we help our clients navigate the complexities of the financial world with confidence and clarity.
Areas Served
Saint John, IN | Crown Point, IN | Schererville, IN | Portage, IN | Dyer, IN
Our Certifications
- CFP®
- CRPC®
- Series 65 Certified
- LACP
What We Offer
Our Services include:
- Financial Consultant and Planner
- Financial Advice
- Investment Advice and Planning
- Retirement Strategies
- Risk Assessment
- Investment Seminars
- 401(k) and 403(b) Rollovers
Our Products include:
- Stocks
- Bonds
- Mutual Funds
- Annuities
- Retirement
- Vehicles
- College Savings Plans
- IRAs and Roth IRAs
- Simple IRA Plans
- Employer-Sponsored Plans
- Brokerage Accounts
- Trusts
- Life Insurance
- Long-Term Care
- Insurance
- UGMA's
Contact Us
Rooted Wealth Advisors
8025 Wicker Ave Suite G St. John, IN 46373
Phone: (866) 766-8332
Email: jacqueline
Where To Find Us
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Payment Types Accepted
American Express, Android Pay, Apple Pay, Cash, Personal Checks, Debit Cards, Discover, MasterCard, PayPal, Visa, Venmo, Zelle, Cash App
Our Hours
Holiday Hours May Vary. Please Call For Details.
Monday: 8:30 AM - 5:00 PM
Tuesday: 8:30 AM - 5:00 PM
Wednesday: 8:30 AM - 5:00 PM
Thursday: 8:30 AM - 5:00 PM
Friday: 8:30 AM - 5:00 PM
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