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R.O.I. Wealth Management - Fee Only Financial Advisors
- Financial Services
- Pleasant Grove, UT
About this business
R.O.I. is a financial planning firm based in Pleasant Grove, Utah with satellite offices in Lindon and Lehi, Utah and provides its wealth management and fee only investment advice to clients on a fee only basis. R.O.I. Advisors are CERTIFIED FINANICAL PLANNER™ Certificants and members of NAPFA.
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 |
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.
ROI has worked with me for many years. They always have my best interest in mind. Any questions or concerns are promptly answered and explained in terms I can understand. I’m not afraid to put my trust in them with my financial matters. They are very trustworthy and genuine. I would recommend them if you’re looking for advice, investments and such.
ROI Wealth Management has handled our investments for many years. We trust them completely. They keep us well informed with what is happening in the financial markets and conditions in the world that could affect our finances and investments. Ben and Grant has become trusted friends. We are grateful for the services they provide for us. We highly recommend them.
My wife and I have been using ROI to manage our investment accounts for the past seven years and they have done a great job in getting good returns. They have protection strategies for our accounts during a down turn in the market to minimize the losses. They actively manage our accounts on at least a monthly basis using their fine tuning strategies. ROI is very good in communications with their customers using a monthly newsletter and occasional meetings with customers to discuss their investment accounts and goals related... 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 33 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 tomorrow at 9:00 a.m.
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