Derek Tinkey18 days agoFrom
We have been working primarily with Ari, Hannah, and Janee. James has checked in as well and is very thoughtful and desires to make sure everything is going great. From the beginning, Ari has been very kind and informative. I especially like that he makes sure to include my wife and that he has considered input from both of us. He has a great personality and is always fast to respond to any of our questions. We compared five different financial planning companies and Root stood out well above the others for us. You need a financial planner that you can trust and is a good fit for your goals and beliefs. For us, Root is a great fit and we look forward to many happy years in retirement with them.
Jim Sessoms18 days agoFrom
I recently reached out blindly to Ari and he responded the same day, even though he was off work that day...now that's dedication! The following day, he sent me a personalized Loom video response to my questions. I'd encourage anyone on the fence of reaching out to make that effort -- there's no one out there more friendly than Ari. Hey Ari, keep up the great videos and allowing so many people to become self-educated -- you have the heart of a teacher. Cheers!
Pravin Vaghela18 days agoFrom
We chose Root Financials since they provide comprehensive financial planning services. We love working with Ari. He is knowledgeable, helpful, and honest. We have worked with Vanguard in the past but Ari’s looking at the full picture and his investment strategies are personalized. I like that he make sure to include my wife and getting input from both of us. Ari’s understanding of Tax planning has been extremely helpful for ROTH conversion. Ari is always available to answer questions, explains everything very clearly, quick to return our emails and provide information we need. We are excited to grow this relationship and looking forward to successful retirement. We highly recommend working with Ari.
