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.
2024-11-19T16:30:00
Market & Economic Update
Wondering how to navigate current market conditions?
Join us for a livestream of our Market & Economic Update. Our investment leaders will share their insights and guidance to help you navigate the markets in today’s economy. You’ll get their up-to-date perspective on the health of the economy, inflation and interest rates, and the current outlook for smaller companies across the U.S.
Don’t miss this opportunity to learn what the latest economic trends could mean for you.
No products will be sold. Thrivent.com/disclosures. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Thrivent.com/disclosures. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.
2024-12-07T21:30:00
Thrivent Night at the Lehigh Valley Zoo Winter Light Spectacular
Join your Thrivent Member Network for a special evening of holiday magic. Step out of your car and enjoy the twinkling lights and breathtaking holiday displays at the Lehigh Valley Zoo Winter Light Spectacular. During this event, join us in the Jingle Lodge Lounge for a chance to warm up from the cold and participate in a Thrivent Action Team to support our local community. Attendees will receive a Winter Light Spectacular Souvenir Mug and unlimited free hot chocolate, along with access to the chocolate toppings bar and a s’more kit.
Tickets: $5.00 per person
A ticket is required for all ages. Tickets for this event are limited.
No products will be sold at this event. For additional disclosures, see Thrivent.com/social.
News and insights
50 Years Ago, Women Won Equal Access to Credit
📅 Today, We Celebrate Progress! This month marks an important milestone in the journey toward financial equality—the anniversary of women gaining equal access to credit! 🌟💳 This right, fought for decades ago, has empowered countless women to build stronger financial futures for themselves and their families. Curious about the history behind this incredible milestone? Check out this article by Kiplinger to learn more about the journey and impact of this achievement: Read Here: https://www.kiplinger.com/personal-finance/credit-debt/years-ago-women-won-equal-access-to-credit 📖 Let’s keep the momentum going by sharing this with the women and allies in your life who believe in equal financial opportunity. Together, we can honor the past and continue advocating for a future of financial empowerment for all! 🌎💪 #FinancialEquality #WomenEmpowerment #FinancialFreedom #RootsFinancialGroup #WomenAndFinance #EmpoweredWomen #FinancialHistory
50 Years Ago, Women Won Equal Access to Credit
📅 Today, We Celebrate Progress! This month marks an important milestone in the journey toward financial equality—the anniversary of women gaining equal access to credit! 🌟💳 This right, fought for decades ago, has empowered countless women to build stronger financial futures for themselves and their families. Curious about the history behind this incredible milestone? Check out this article by Kiplinger to learn more about the journey and impact of this achievement: Read Here: https://www.kiplinger.com/personal-finance/credit-debt/years-ago-women-won-equal-access-to-credit 📖 Let’s keep the momentum going by sharing this with the women and allies in your life who believe in equal financial opportunity. Together, we can honor the past and continue advocating for a future of financial empowerment for all! 🌎💪 #FinancialEquality #WomenEmpowerment #FinancialFreedom #RootsFinancialGroup #WomenAndFinance #EmpoweredWomen #FinancialHistory
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