True Root Financial - San Francisco, California

True Root Financial: A Comprehensive Overview

Located at 3445 Scott St, San Francisco, CA 94123, United States, True Root Financial is a well-established financial planning and investment service company. With a phone number of 4153236602, they can be easily reached for inquiries and appointments. Their website, truerootfinancial.com, offers detailed information about their services and the team's expertise.

SPECIALTIES AND FEATURES

Specializing in financial planning and investment services, True Root Financial has earned a reputation for excellence in the industry. Some of the key features of this company include being Asian-owned and women-owned, offering online appointment scheduling, on-site services, and providing a wheelchair-accessible entrance and toilet. These features make True Root Financial an inclusive and accommodating option for all clients.

OPINIONS AND REVIEWS

True Root Financial boasts an impressive 19 reviews on Google My Business, with an average rating of 5/5. Clients consistently praise the personalized attention and financial expertise provided by the team at True Root Financial. One notable testimonial states, "Roshani and the team at True Root Financial are exceptional. Their combination of personal attention and financial expertise made me feel confident in my financial planning decisions."

Another satisfied client highlights the team's ability to "excel at explaining complex concepts clearly and creating customized solutions." This dedication to clarity and tailored solutions is a key factor in the company's high review scores.

Furthermore, clients appreciate the team's responsiveness and genuine investment in their clients' success. This commitment to client satisfaction is evident in the numerous glowing reviews True Root Financial has received.

RECOMMENDATION

For anyone seeking professional financial guidance, True Root Financial is a highly recommended choice. With their expertise, personalized approach, and commitment to client satisfaction, this Asian and women-owned company stands out in the industry. Whether you need financial planning or investment services, True Root Financial has the skills and experience to help you achieve your financial goals.

To learn more about True Root Financial or to schedule an appointment, please visit their website at truerootfinancial.com. Don't miss the opportunity to work with a renowned financial team that genuinely cares about your success. Contact True Root Financial today and take the first step towards a secure and prosperous financial future

👍 Reviews of True Root Financial

Nivesh S.

5/5

Roshani and the team at True Root Financial are exceptional. Their combination of personal attention and financial expertise made me feel confident in my financial planning decisions. They excel at explaining complex concepts clearly and creating customized solutions. The team is always responsive and genuinely invested in their clients' success. I'm extremely satisfied with their service and highly recommend them to anyone seeking professional financial guidance

Hui T.

5/5

I was searching for someone to help grow our nest egg. Roshani has been that and much more. After our first meeting, I instantly knew Roshani was the right advisor for us. She really helped open our eyes and helped us gain a better insight into our finances, minimize taxes, estate planning, insurance needs, etc. She really took the time to explain the steps and made things less intimidating. I highly recommend Roshani and True Root Financial to anyone.

Sarah K.

5/5

Roshani is an amazing financial consultant. She has helped advise my long-term portfolio for almost two years now. Every time I meet with her, she comes prepared regarding the status of my portfolio. She is knowledgable, detail-oriented, and cares about her clients. She also goes above and beyond by providing her clients with monthly situational awareness reports on the status of the financial landscape and markets.

Anjana P.

5/5

We have been working with Roshani at True Root Financial and it has been a positive experience. She is very knowledgeable in her field and detailed in her explanations. We feel comfortable knowing that our finances are in good hands.

Anush A.

5/5

When I switched jobs and rolled over my 401k into IRA, I interviewed several financial advisors and Roshani checked off all the boxes including strong reviews from her current client. I have been very pleased with this decision. My portfolio is in very good hands and is getting a personalized care. Results speak for itself and I look forward to our reoccurring updates. Roshani has also taken the time to answer various questions and has a strong network to point me in the right direction on adjacent topics, so I feel secured about my family's financial future. Neither do I have the time or expertise to do this on my own, nor do I want to resort to a bigger corporation that does not provide a tailored solution. I highly recommend Roshani!

joe C.

5/5

It is hard to be professional and stay authentic, but Roshani Pandey does both. Roshani combines her knowledge with an intuition that comes from being true to herself. Her ability to perceive and interpret information about companies reflects her years of investing experience. She's passionate about her work, principled and professional. A true enthusiast. I am very happy to be working with her.

Teresa H.

5/5

Roshani is a fantastic financial advisor. I started working with her almost a year ago and quickly felt confident that she was the exact advisor I wanted to work with and I have only continued to feel more and more confident in that decision since then. One of the aspects I love most about having Roshani as my financial advisor is that she thinks holistically about financial planning across many different elements of my life, not just my direct financial investments. She has also helped me think through areas like insurance, goal planning, side business income, healthcare, and taxes. I also greatly appreciate that Roshani is incredibly adaptable to her clients' needs. There were a couple specific arrangements I wanted with my investments and how my fee would be deducted that she made work perfectly. I also asked about a few different ways to see investment performance and she was very open to how she could best represent the value her firm was providing. To date, Roshani's investments for me have been significantly outperforming what I would have made in the market myself. I'm so grateful to have started working with her and highly recommend her to anyone looking for a financial advisor that truly has your best interests in mind!

Cathy C.

5/5

Since we switched our nonprofit organization's endowment account over to Roshani Pandey and True Roots, she has invested our money wisely and made over $200,000 for us. She gives us very personal service, responds quickly, and is always happy to answer questions from us. We trust her implicitly - It's so good to know that she is watching over our charitable funds for us.