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1521 N Convent St Suite 800, Bourbonnais, IL, 60914, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
What a lovely client event with Rooted Wealth advisors. Entertainment and food was top notch for the evening. We appreciate the wealth of knowledge our advisor, Joe, has as well as his availability to answer any questions.
It was a great night! Thank you ever so much!!
We had been clients of a large national insurance company for many years. While they helped put us in a good retirement position, we really felt that tax planning and a long term vision were lacking. As we were in our late-50’s, we were hoping to find an advisor that would evaluate our current position and help fine tune our future. We were introduced to the Denver office of Rooted Wealth Advisors in 2023. They evaluated our existing portfolio and pointed out areas of improvement with lower risks and costs, but most importan... read more
Wall Street Financial Group, Inc. has a 4.9 star rating with 34 reviews.
Wall Street Financial Group, Inc. is closed now. It will open on Monday at 8:30 a.m.
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