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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.
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
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.
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 open now. It will close at 5:00 p.m.
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