Laurel C.
2/13/2023
I have been with ROI for many years. They have been wonderful to work with. Always keeping me updated on all my finances, meeting with me personally or by phone answering questions and helping me...
R.O.I. Wealth Management
Closed
(1)
Photos
2901 W Blue Grass Blvd
Lehi, UT 84043
R.O.I. Wealth Management is a Utah-based, fee-only financial planning firm that has been providing comprehensive financial planning and active investment advisory services since 1992. With a team of highly educated and experienced financial planners, R.O.I. offers personalized services to help clients achieve their financial goals and protect them from financial obstacles. Their unique fee-only approach ensures that their advisors are aligned with the clients' interests, as they are not paid any commissions on investments or other products.
With over 50 years of combined investment management experience, R.O.I. actively monitors and adjusts clients' investments and allocations to adapt to the ever-changing financial landscape. The firm's long-term stability and accessibility, along with their family-owned and operated business model, allow them to provide attentive and comprehensive service at competitive costs. Clients can expect to work directly with the knowledgeable team of financial planners, ensuring a personalized and tailored approach to their financial planning needs.
Generated from the website
Also at this address
See a problem?
