True Root Financial - San Francisco, California

Address: 3445 Scott St, San Francisco, CA 94123.
Phone: 53236602.
Website: truerootfinancial.com
Specialties: Financial planner, Investment service.
Other points of interest: Identifies as Asian-owned, Identifies as women-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of True Root Financial

☎️53236602

⏰ Open Hours of True Root Financial

Monday: 8:30 AM–6:30 PM
Tuesday: 8:30 AM–6:30 PM
Wednesday: 8:30 AM–6:30 PM
Thursday: 8:30 AM–6:30 PM
Friday: 8:30 AM–6:30 PM
Saturday: Closed
Sunday: Closed

Introduction to True Root Financial

True Root Financial, located at 3445 Scott St, San Francisco, CA 94123, stands out as a distinguished financial service provider owned by both Asian and women entrepreneurs. With their dirección accesible y un número de teléfono 53236602, they ensure clients can reach out effortlessly. Their website, truerootfinancial.com, offers a comprehensive view of their services and expertise.

Key Features and Services

True Root Financial specializes in offering personalized financial planning and investment services. Their team of financial planners is dedicated to crafting tailored solutions that address each client's unique financial goals and challenges. The online appointment option adds convenience for busy clients, while the onsite services ensure those who prefer face-to-face interactions receive the same high-quality service.

The office is not only welcoming but also fully wheelchair accessible, with an accessible entrance and restroom, making it inclusive for all clients. The recommendation to schedule appointments in advance reflects the company's commitment to providing personalized attention to each client.

Customer Reviews and Opinions

True Root Financial boasts an impressive 19 reviews on Google My Business, all with an average rating of 5/5. These glowing reviews speak volumes about the company's reputation for excellence. Clients consistently praise the exceptional service provided by Roshani and her team, highlighting their ability to explain complex financial concepts clearly and create customized solutions. The team's responsiveness and genuine investment in client success are key factors behind their high ratings.

What to Expect

For anyone considering financial guidance, True Root Financial offers a promising blend of personal touch and professional expertise. Potential clients can expect to be treated with respect and professionalism, with clear communication and tailored financial strategies. The company's commitment to accessibility and inclusivity ensures that everyone feels welcomed and valued.

Final Recommendation

Given the outstanding reviews and the company's dedication to client satisfaction, it's highly recommended to explore what True Root Financial has to offer. Whether you're looking to plan your finances for the future, invest wisely, or simply seek professional advice, their website truerootfinancial.com is a great starting point. Don't wait to take control of your financial future - schedule an appointment today and experience the exceptional service that has earned them such high praise.

By choosing True Root Financial, you're not just selecting a financial service provider; you're partnering with a team that values your journey and is committed to helping you achieve your financial aspirations.

👍 Reviews of True Root Financial

True Root Financial - San Francisco, California

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.