No matter where you put down roots, we’re here to help you flourish in life. Roots Financial Group provides both financial direction and support for those taking their next brave step. And as your situation evolves and your needs change, we’ll continue to help you make the most of all you’ve been given.
Roots Financial Group offers personalized financial guidance to people of all ages and life stages. But there’s more. Our unique background helps us provide specialized financial advice and strategies for those pursuing certified registered nurse anesthetist (CRNA) school, student nurse anesthetists and CRNAs. We also specialize in helping members of the LGBTQ+ community facing complex life circumstances that complicate their finances.
We believe you deserve the opportunity to pursue your life’s purpose, and we’re here to help. Give us a call today to get started.
No matter where you put down roots, we’re here to help you flourish in life. Roots Financial Group provides both financial direction and support for those taking their next brave step. And as your situation evolves and your needs change, we’ll continue to help you make the most of all you’ve been given.
Roots Financial Group offers personalized financial guidance to people of all ages and life stages. But there’s more. Our unique background helps us provide specialized financial advice and strategies for those pursuing certified registered nurse anesthetist (CRNA) school, student nurse anesthetists and CRNAs. We also specialize in helping members of the LGBTQ+ community facing complex life circumstances that complicate their finances.
We believe you deserve the opportunity to pursue your life’s purpose, and we’re here to help. Give us a call today to get started.
Our solutions
Events
![21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement Savings with Emily Gang](https://hsl-pnw-downloadable-files.s3.amazonaws.com/256/4f66d00be4c34ab8895a10e39b4f9b09.jpg)
2024-09-10T23:30:00
21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement Savings with Emily Gang
How to Avoid Confusion About Medicare
If you're confused about Medicare, join the crowd, and discover ways to make plan decisions that are best for you. Medicare Coach Emily Gang offers an overview of Medicare and suggestions for choosing your plan and saving money once you're enrolled.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
![Leaving a Legacy Letter](https://hsl-pnw-downloadable-files.s3.amazonaws.com/256/00f1dde3c9c2427fb66c27ee94d592d0.png)
2024-09-12T23:00:00
Leaving a Legacy Letter
Join the Thrivent Member Network for a unique virtual event – Leaving a Legacy Letter. During this event, we will explore how to share life lessons and inspire generosity with those we love. We’ll equip you to write an impactful and lasting legacy letter with a step-by-step digital workbook because leaving a legacy isn't only about financial wealth. It's also about ensuring your loved ones know how much their relationship means to you.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
![Trivia & Tasting at La Cabra Brewing](https://hsl-pnw-downloadable-files.s3.amazonaws.com/256/0e8aa2fb991a401cacdd5fa5c61f2f51.jpg)
2024-09-24T22:00:00
Trivia & Tasting at La Cabra Brewing
Join us on for a fun evening of trivia and tastings. During this event, we will test your knowledge during a few rounds of trivia and enjoy a tasting of La Cabra's Craft Beers.
Please consider bringing a donation of paper towels (single or double pack), kitchen sponges or dish soap to the event in support of the "Giving Garage" of Home of the Sparrow, a Chester County nonprofit serving women and children with housing and educational support programs.
No products will be sold at this event. For additional disclosures, see Thrivent.com/social.
News and insights
![](https://hsl-pnw-downloadable-files.s3.amazonaws.com/256/58e6275ec0254d71a3a845a7bde3ac6c.png)
![](https://hsl-pnw-downloadable-files.s3.amazonaws.com/256/8c2b2094450040f4a0fca196e3ca3b00.png)
Office information
Operating Hours:
Monday 9:00AM - 4:00PM EST
Tuesday 9:00AM - 4:00PM EST
Wednesday 10:00AM - 6:00PM EST
Thursday 10:00AM - 6:00PM EST