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Root Financial is a fiduciary, fee-only financial advisory firm based in San Diego, CA, specializing in comprehensive retirement planning and wealth management. The firm serves clients nationwide through remote advisory services, focusing on personalized strategies that align finances with clients life goals. Their unique approach, known as the Sequoia System, emphasizes understanding clients core motivations to create tailored financial plans. The firm offers a range of services, including retirement planning, investment management, tax planning, estate planning, insurance reviews, and cash flow planning. Root Financial employs a team of certified professionals, including CFP® practitioners and CPAs, and manages nearly $1 billion in assets. Their client-centric philosophy prioritizes transparency and long-term financial well-being, ensuring clients receive comprehensive support across various financial needs.
First State is a Gainesville, TX-based company in the Financial Services sector.
Brookfield Soundvest Capital Management Ltd. is a Ottawa, ON-based company in the Financial Services sector.
Bank Of Rio Vista is a Rio Vista, CA-based company in the Financial Services sector.
Rockland Trust Company is a full-service commercial bank headquartered in Massachusetts (NASDAQ: INDB). Rockland Trust offers a wide range of banking, investment, and insurance services to businesses and individuals through retail branches, commercial lending offices, investment management offices, and residential lending centers located in Massachusetts and Rhode Island.