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 Wisconsin, North Dakota, Oklahoma, and, Florida.