Roop Financial Service

At Roop Financial Services, Inc., we believe that your financial journey is a personal one. That's why we're dedicated to providing you with a comprehensive approach to your financial well-being. Our team of experienced advisors is committed to understanding your unique goals, risk tolerance, and values, and crafting a personalized plan to help you achieve your aspirations.

Our Story

Founded on the principles of honesty, integrity, and trust, our firm is built on a foundation of teamwork, expertise, and a deep understanding of the complexities of your financial life. With decades of combined experience in the financial services industry, our team is led by Walter W. Roop, a seasoned senior wealth advisor with a reputation for delivering high-touch, client-centric service.

Our Services

At Roop Financial Services, Inc., we take a holistic approach to your financial life. Our comprehensive services are designed to help you build a solid financial foundation, plan for your future, and protect your family's well-being. Our advisors are certified in a range of specialties, including financial planning, estate planning, investment management, tax strategies, retirement planning, charitable giving, education planning, and risk management.

Our Process

Our process begins with a thorough discovery process, where we take the time to listen to your story, learn your needs, and understand your goals. We then develop a personalized plan that addresses all eight key elements of wealth management, including financial planning, estate planning, investment management, tax strategies, retirement planning, charitable giving, education planning, and risk management. Throughout the process, we interact with you regularly, ensuring that we accurately capture every detail and provide you with the expertise and guidance you need to achieve your aspirations.

Meet Our Team

At Roop Financial Services, Inc., we're proud to have assembled a team of dedicated professionals who share our commitment to exceptional client service and financial expertise. From experienced senior wealth advisors to certified financial planners, our team is dedicated to providing you with the personalized attention and guidance you deserve. Get to know our team:

• Walter W. Roop, CLU, Senior Wealth Advisor
• Richard H. Fisher, CLU, CHFC, CFP, Senior Wealth Advisor
• Joshua B. Murphey, Financial Advisor
• Alicia Spurlock, Client Relationship Manager
• Dennis Turner, LPL Registered Administrative Associate
• Hunter Hester, Client

Our Mission

At Roop Financial Services, Inc., our mission is to empower you with the knowledge, expertise, and tools you need to achieve your financial goals and build a secure, prosperous future for yourself and your loved ones. We're committed to delivering personalized service, expert guidance, and trusted advice, all designed to help you pursue your dreams and reach your full potential.