FDIC Member

Asegurado por la FDIC- Respaldado por la plena fe y el crédito del Gobierno de los estados Unidos

About
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Bob Root

Wealth Advisor


AIF | Series 66 & 7 Licenses

En qué me especializo

  • Advisory & Wealth Management
  • Employee Retirement Accounts
  • Financial Planning
  • Life Insurance, Long-Term Care
  • Retirement Planning
  • 401K Transition
Encuentra a Bob en BrokerCheck de FINRA

Mis ubicaciones

Pine City

Horario de lobby Lun–Jue: 9am–4pm, Vie: 9am–5pm | Sáb–Dom: Cerrado

Horario de autoservicio Lun–Vie: 8:30am–5pm | Sáb–Dom: Cerrado

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Acerca de Bob Root

Bob Root is a valued member of the Frandsen Investment Services team, committed to helping clients feel confident and informed about their financial decisions. He is known for providing dependable service, clear communication, and thoughtful support throughout every client interaction. Bob takes pride in understanding each client’s unique goals and helping connect them with solutions that align with their needs. With a strong focus on relationship-building, Bob works closely with clients and tea...

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