Arrowroot Family Office - Marina Del Rey, California

Address: 4553 Glencoe Ave #200, Marina Del Rey, CA 90292.
Phone: 8332242249.
Website: arrowrootfamilyoffice.com
Specialties: Financial advisor, Financial consultant, Financial planner, Investment service.
Other points of interest: Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Gender-neutral restroom, LGBTQ+ friendly, Transgender safespace.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Arrowroot Family Office

☎️8332242249

⏰ Open Hours of Arrowroot Family Office

Monday: 7 AM–6 PM
Tuesday: 7 AM–6 PM
Wednesday: 7 AM–6 PM
Thursday: 7 AM–6 PM
Friday: 7 AM–6 PM
Saturday: Closed
Sunday: Closed

Introduction to Arrowroot Family Office

Arrowroot Family Office is a renowned financial institution located at 4553 Glencoe Ave #200, Marina Del Rey, CA 90292. Their phone number is 8332242249, and their official website is arrowrootfamilyoffice.com. This prestigious organization specializes in financial advisory, consulting, planning, and investment services.

Specialties and Services

Arrowroot Family Office prides itself on offering a wide range of services to its clients. Some of these specialties include:

Financial advisor
Financial consultant
Financial planner
Investment service

Accessibility and Inclusiveness

Recognizing the importance of accessibility and inclusiveness, Arrowroot Family Office ensures that their facilities cater to all clients. They provide onsite services, wheelchair accessible entrance, parking lot, and restrooms, as well as gender-neutral restrooms and a safe space for the LGBTQ+ community, including transgender individuals.

Customer Reviews and Average Opinion

Arrowroot Family Office boasts an impressive 4.8/5 average rating based on 19 reviews on Google My Business. One satisfied client commented, "I have worked with Rob and his team over a number of years on several different business ventures. Rob has been the ultimate professional and has extensive knowledge in the marketplace to provide my team the highest and best level of advisory. His team is extremely selfless in their time and has always been fully transparent and trustworthy while delivering high-level results. I highly recommend Rob and the Arrowroot team to anyone that has the opportunity to work with them."

Many other clients share similar positive experiences, highlighting the professionalism, transparency, and trustworthiness of the Arrowroot team. This strong track record of success and client satisfaction is a testament to the dedication and expertise of Arrowroot Family Office.

Recommendation

If you are searching for a reliable and experienced financial advisor, consultant, planner, or investment service, look no further than Arrowroot Family Office. With their commitment to accessibility, inclusiveness, and exceptional customer service, this family office is the ideal choice for your financial needs. We highly recommend visiting their website at arrowrootfamilyoffice.com to learn more about their services and how they can assist you in achieving your financial goals. Don't hesitate to contact them via phone at 8332242249 or by email to schedule a consultation today.

👍 Reviews of Arrowroot Family Office

Arrowroot Family Office - Marina Del Rey, California

Blake O.

5/5

I have worked with Rob and his team over a number of years on several different business ventures. Rob has been the ultimate professional and has extensive knowledge in the marketplace to provide my team the highest and best level of advisory. His team is extremely selfless in their time and has always been fully transparent and trustworthy while delivering high level results. I highly recommend Rob and the Arrowroot team to anyone that has the opportunity to work with them.

Zachary C.

5/5

My wife and I had such a great experience at Arrowroot with Rob Santos and staff. Rob made difficult things easily understandable and gave us value free and informed options. When we have delayed in getting things to him or making decisions he has gently reminded us with no pressure to do one thing versus another. We feel so safe in his capable hands!

Monica N.

5/5

I have known Rob for a very long time and when I needed to move my 401k from my old firm to a new one, there was no doubt where I'd move it to and who would be handling my retirement needs. Rob and Arrowroot FO are nothing but professional, knowledgeable, efficient and above all, caring about their clients and our needs. I happily recommend Arrowroot FO to handle any financial planning for you and your family.

Frank H.

5/5

I open up a 7 figure IRA account with AFO 3 years ago. We discussed in detail my risk appetite. They created a very detailed and professional written report and agreement which I reviewed and found to be consistent with our discussions on risk. Rob Santos is a professional experienced money manager who manages a large number of relationships with significant balances. I consider him an excellent money manager.

Jay P.

5/5

My family and I have trusted Rob and his team for many years. From basic financial guidance to complicated investment strategies, he gets it done and it’s comforting to know we’re in great hands. I’ve referred countless clients to him as well, and they couldn’t be happier as well.

Dan R.

5/5

Rob and team have helped guide my personal and company’s financial success for years. Always thoughtful, sincere and knowledgeable, my family and I look to the Arrowroot team for trusted advice whenever possible.

cici

1/5

I set up a 401k plan with this company and Robert Santos was the advisor. Unfortunately he did what was best for him and his commision and not for myself and my company. In the end my partner and I realized what had been done and there was no reversing it. It costs us tens of thousands of dollars due to his neglience. I had two other financial advisors look at how Rob set up the plan for me and they both said they would have never done that for their clients. We now have to report him to the SEC and spend more time taking legal action against him.

Also if you look it up, you will see this firm has several violations already filed against them from other clients. I will be adding to their record in hopes that they will get shut down eventually. I would steer clear of this company.

Josh D.

5/5

Arrowroot Family Office has big firm services with a small family oriented approach. They take the time to get to know you and your goals and they work closely with you to accomplish those goals. I highly recommend Arrowroot Family Office. They are simply the best!