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
2024-10-01T04:00:00
Simple Safeguards: How to stay safe from Identity Theft and Cybercrime
Available Tuesday, October 1 through Thursday, October 31
Malware.
Identity Theft.
Account Takeovers.
Social Networking Scams.
Tax Refund and Payment Fraud.
It seems there is a new scam in the headlines almost daily. Fraud is a serious topic and if you fall victim to it, it can have a serious impact in your life.
During this workshop presented by Retired FBI Special Agent, Jeff Lanza, you will learn ways to protect yourself and your loved ones, how criminals try to trick us, steal our identities, and commit cyber fraud. Jeff will demonstrate the simple steps we can deploy to keep our identities safe and stay protected from the plethora of cyber scams and frauds that pervade our society.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
2024-10-09T21:30:00
Sip, Savor & Support at Ridgewood Winery
Sip a sampling of Ridgewood wines -- or enjoy another beverage of your choice -- while you Savor a delicious meal from CD's catering. For smiles, we'll test your knowledge of Thrivent, wine and a few basic financial facts as part of a fun trivia contest.
And we invite you to Support our evening's featured nonprofit, Boyertown Area Multi Service, a social services organization dedicated to improving the lives of individuals and families in need in Southeastern Berks County. Please consider bringing a nonperishable food donation in support of BAMS Preston's Pantry -- donations of pancake mix, pancake syrup and oatmeal are especially appreciated to ensure all our neighbors enjoy a nourishing breakfast! Bring friends -- it's sure to be an evening filled with fellowship, food and fun.
Seating is limited, please RSVP by October 2. All guests must be 21 years or older to attend.
No products will be sold. See thrivent.com/social for additional disclosures.
2024-10-15T23:00:00
Thrivent 101: Everything You Need To Know About Your Thrivent Membership
As a Thrivent member, you have access to a suite of tools and resources designed to help you be wise with money and live a more content, confident and generous life. From helping you be wise with money to supporting your desire to live generously, Thrivent is here to guide you on your journey.
Join the Northeast Advisor Group Engagement Leaders, for a special online event designed to orient you to our Thrivent Member Experience, and to learn the firsts steps towards activating your Thrivent member benefits.
We'll cover it all, from Thrivent Action Teams, to Thrivent Choice, to Thrivent's long-standing partnership with Habitat for Humanity. We will also include educational resources, free and discounted services and other support that is available to you as a Thrivent member to make an impact on the communities where you live, work, and worship. Whether you're a new member or just need a refresher, you won't want to miss this event.
No Products Will Be Sold. For additional disclosures, see Thrivent.com/social. Member benefits and programs are not guaranteed contractual benefits. The interpretation of the provisions of these benefits and programs is at the sole discretion of Thrivent. Thrivent reserves the right to change, modify, discontinue, or refuse to provide any of the membership benefits or any part of them, at any time. You should only purchase and keep insurance and annuity products that best meet the financial security needs of you and your family and never purchase or keep any insurance or annuity products to be eligible for nonguaranteed membership benefits.
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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