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
2024-09-24T22:00:00
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.
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.
2024-10-01T17:00:00
The Washington Update with Jeff Bush
Online Webinar
Tuesday, October 1 at 1:00 PM or 9:30 PM
What Happens in Washington Affects Your Investments and Retirement
How does what's happening in Washington affect your bottom line? During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning.
Join us for The Washington Update. The changing landscape in Washington can have an impact on your retirement plans and investment decisions.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
News and insights
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