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R.O.I. Wealth Management - Fee Only Financial Advisors
- Financial Services
- Pleasant Grove, UT
About this business
Location details
2100 Pleasant Grove Blvd suite 250-44, Pleasant Grove, UT, 84062, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Grant and Ben are both incredible! We've worked with them for several years and have family members that have been working with them for much longer. They are both very knowledgable on the market and great with noticing trends in the market. They all inform us well of possible market changes and update us accordingly. I've asked them all sorts of questions about finances, especially when switching a job and they've been incredible and providing great advice for setting up 401k plans through my work to get the best out of wha... read more
My wife and I have been very happy with Ben and Grant for the last 6 years. They keep us updated on the conditions affecting the market and our accounts. They are very knowledgable without being pretentious. My wife appreciates their calm demeanor and concern for the well-being of our family. We look forward to many more years of their support in attaining our financial goals.
ROI has proved to be a trusted partner in our investment management. They are professional, knowledgeable, and honest. Working with them has helped us become confident in our future.
ROI have been managing a significant portion of my family's investment portfolio for greater than 10 years. The returns that they have provided have been solid - significantly better than prior portfolio managers that we have used. I appreciate their personal and professional approach. I have a clear understanding of their investing approach. They are transparent with the details of my portfolio, and with changes they make with the changes in the markets. We have been well satisfied.
I have worked with Ben, Grant and Ron for my retirement saving needs for about 20 years now. They have been absolutely awesome to work with. After seeing that my IRA’s with ROI consistently outperformed my company’s 401k accounts, I eventually transferred all my funds to ROI and have never looked back. I have since moved out of Utah for a new job, but as always, they still keep me in the loop with great advice and recommendations. There is no comparison to the level of support the have when it comes to personal attention... read more
Frequently asked questions about R.O.I. Wealth Management - Fee Only Financial Advisors
How is R.O.I. Wealth Management - Fee Only Financial Advisors rated?
R.O.I. Wealth Management - Fee Only Financial Advisors has a 5 star rating with 35 reviews.
When is R.O.I. Wealth Management - Fee Only Financial Advisors open?
R.O.I. Wealth Management - Fee Only Financial Advisors is closed now. It will open at 9:00 a.m.
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