Verified recordFinancial Services

Walter Roop

President at Roop Financial Services, Inc

Based in Germantown, United States

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Seniority

C-Team

Department

General Business & Management

Location

Germantown

Industry

Financial Services

Company size

5

Contact information

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Email

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w•••••••@roopfinancial.com

Phone

5 credits

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Background

About Walter Roop

This communication is intended only as an invitation to join the representative’s network and is not an offer or solicitation for the purchase of any security, nor a recommendation or endorsement of any security or issuer.* Retirement Planning * Qualified Retirement Plans * Wealth Management Services "My goal is to help families succeed at financial planning which means helping to protect their assets and loved ones and planning with the objective of them having the income necessary to last for the rest of their lives."-Walter Roop CLU, RHU Walter works with clients to identify their financial security needs and then focuses on solutions that can help make their goals a reality. Walter relies not only on his own knowledge and 28 years experience, but also calls on the expertise of a team of specialists available within his firm. Specialties: Personal/Business Life Insurance, Disability Insurance, Long Term Care Ins, Annuities, Retirement Planning, Business Planning, Estate Planning, Employee Benefits. Walter W. Roop CLU®, RHU® President/CEO Roop Financial Services,INC. Investment Advisor Representative*(901) 683-4030 walter@roopfinancial.com * Walter Roop is an Investment Advisor Representative of, and securities and advisory services offered through Woodbury Financial Services, Inc, member FINRA/SIPC. Insurance services offered through Roop Financial Services, Inc, which is not affiliated with Woodbury Financial Services. 9061 Stone Walk Place, Germantown, TN 38138. Nothing contained herein is to be considered tax or legal advice. Tax/or legal advice should be obtained from a professional duly licensed to provide such services.

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