Rooted Planning Group
Rooted Planning Group was formed from a passion to work with people in the financial planning capacity. We offer on-going financial advice that includes an investment strategy, but does not start there. It starts with you! We pride ourselves on transparency, and want to empower you to take control of your financial future while understanding exactly how we work with our clients, before you sign any paperwork.
Although our primary office is located in the beautiful Finger Lakes City of Corning, New York, we now have planners in Oklahoma, and Florida.
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identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.