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Setting the Stage for a New Home Office - Digging In - Rooted Wealth Advisors
Manage episode 440713650 series 3320555
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Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Today on the Digging In podcast, our host, Investment Advisor Representative, John Savarino, sits down with our Founder and CEO, Zach Gray, to go down memory lane about where we've come from and where we're going, literally, in our home office in Bourbonnais, IL.
It's the commitment to excellence and elevated service that drives the heart of relationships for the Rooted Wealth Advisors' team with our clients and that all begins with a tone to always do "Whatever it Takes."
Have questions about the home office or our Grand Opening this fall? Send them to jacqueline@rootedretirement.com
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Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
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