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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 |
Ben and Grant have been an amazing help to us! They have watched over our portfolio for years now and are easy to get a hold of, great at management, and always fair. I recommend them to everyone!
I moved my 401 account to R.O.I. 9 years ago when I retired. They have been great at keeping it healthy and viable for my use. The news letter that Ben and Grant put out each month keeps me well informed on markets and financial conditions I like to keep aware of. I feel they do a great job for me. Thank you
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.
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 39 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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