R.O.I. Wealth Management - Fee Only Financial Advisors

Reviews, get directions and contact details for R.O.I. Wealth Management - Fee Only Financial Advisors

Address: 351 E 140 N, Lindon, UT 84042, USA

Phone: (801) 785-3254

Website

State: Utah

Zip Code: 84042

Reviews

I choose to use R.O.I to manage my investments due to the excellent help I received from them after my mom passed away. They were patient in helping me understand the process of getting a tax ID number for the trust and helped manage paperwork between all of my siblings. 

I have seen my investments grow under their management and appreciate their expertise. 

I highly recommend them and appreciate all their help and knowledge.

 9 years ago (01-08-2017)

We have been working with Ben and Grant at R.O.I. for several years. When we began meeting with them, they put together a financial  plan for our specific financial situation. Now, a few years later, it is exciting to see our plan working and our consistent progress toward our goals. We have been extremely happy with the professionalism, knowledge and personal attention from R.O.I. Knowing we have them watching out for us helps us feel peaceful about our financial future.

 9 years ago (25-07-2017)

I have worked with ROI for over 20 years and have always found them to be easy to work with, well informed about the financial matters, and on the cutting edge of portfolio management. They have helped my portfolio grow leaps and bounds over what I was doing before by myself. They are honest and truly are vested in the success of their clients. I heartily recommend their services.

 9 years ago (24-07-2017)

Ben and Grant always have our family in mind when making plans and have been extremely professional in communications and in our annual reviews.

It's always pleasant to speak with them and they listen and understand our needs. It's clear that our financial health is important to them and we've had good experiences working with them.

 9 years ago (24-07-2017)

I appreciate the ongoing work done on our behalf. Our accounts are carefully monitored and adjustments are made to ensure ongoing progress and profits in a volatile market. They also work hard to mitigate downswings. They communicate well with us as clients.

 9 years ago (25-07-2017)

Comment on this business

Map, Satellite View
Street View

to add R.O.I. Wealth Management - Fee Only Financial Advisors map to your website;

<iframe width="450" height="300" src="https://us.a-better-place.com/v.php?seo=r-o-i-wealth-management-fee-only-financial-advisors&id=584939&yuk=300" frameborder="0"></iframe><p style="font-size:11px;margin-top:5px;"><a href="https://us.a-better-place.com/r-o-i-wealth-management-fee-only-financial-advisors-i584939.html" target="_blank" title="R.O.I. Wealth Management - Fee Only Financial Advisors">R.O.I. Wealth Management - Fee Only Financial Advisors</a></p>

R.O.I. Wealth Management - Fee Only Financial Advisors

Reviews, get directions and contact details for R.O.I. Wealth Management - Fee Only Financial Advisors

Find nearby businesses, restaurants and hotels

We use cookies