Roth IRA Group - Lathrop, California

Roth IRA Group Overview

Roth IRA Group, located at Address: 15529 7th St Unit 773, Lathrop, CA 95330, stands out as a reliable investment service provider in the Lathrop area. Their contact number, 209-679-6943, is readily available for inquiries. For those seeking more detailed information, their official website, although not provided in the request, would likely offer comprehensive details about their services and investment strategies.

Specialties: The primary focus of Roth IRA Group is on Investment services. They specialize in helping individuals and families navigate the complexities of retirement planning and investment management. Their expertise is particularly suited for those looking to maximize their retirement savings through Roth IRA contributions, which offer significant tax advantages.

One of the key points of interest for potential clients is the accessibility of their premises. Roth IRA Group ensures a wheelchair accessible entrance and parking lot, making their services inclusive and convenient for everyone, regardless of physical ability. This commitment to accessibility reflects their dedication to customer service and community engagement.

When it comes to customer feedback, Roth IRA Group has garnered a strong reputation with 12 reviews on Google My Business. The average opinion is impressively high at 5/5, indicating a high level of customer satisfaction. Positive remarks often highlight their professionalism, clear communication, and personalized service, which are crucial elements in building long-term client relationships.

For anyone considering investing in a Roth IRA or seeking investment advice, Roth IRA Group presents a trustworthy and knowledgeable partner. Their location in Lathrop, California, might be particularly appealing to those within the local area looking for financial guidance. It's recommended that potential clients visit their website for detailed services offered, investment options, and possibly to schedule a consultation. Given the positive reviews and their commitment to accessibility, Roth IRA Group seems to be a solid choice for anyone serious about their retirement planning.

👍 Reviews of Roth IRA Group

Keenen D.

5/5

My job offered a 401K that I accepted and never really paid attention to. I had no idea what I was specifically invested in and when I saw this company pop up on my feed, I actually got to asking my HR manager what my earnings were invested in. Sure enough I wasn’t satisfied with how they were turning out and when I saw how much a Roth IRA made, it made me roll over (literally). I spoke with SK mainly and he presented the timeline of how my money should grow and explained the long term strategy. I’m content with the service they provide and would recommend it to others interested in starting their own.

Yesenia U.

5/5

It was honestly one of the fastest services I ever got when dealing with retirement and finance. Took less than a minute to make my account and SK basically takes over at that point and emails you screenshots of the work he is doing creating your portfolio. Great service and highly recommend

Cesar P.

5/5

I had been messaging them and asking questions for a while prior to getting set up and every response was detailed and answered all my questions. The setting up of the account was super easy and fast as they handled the more difficult aspects of it. Would definitely recommend their service to anyone just getting started with Roth IRAs.

Luis O.

5/5

Highly recommended if you’re new to retirement accounts. SK offers a great deal to get you setup for a lifetime of savings and investments. Knowledgeable in all aspects of the financial field which is why he is my go to consultant.

Glen H.

5/5

If your ready to invest for your future/ family and retirement this is the best way to start. By purchasing the crtn Roth IRA package you get lifetime investing consulting which is amazing and way worth the purchase and of course peace of mind that your money is well invested in funds that appreciate over time. Sk is able to provide anyone with legit information on how to start investing for their future do it now before you regret later. Once again thanks sk hope this helps the business!

Peezyy J.

5/5

Been a follower of SK on social media platforms. Always been a legit business person that’s very attentive to every detail. Done business a few times and will come back, aside that of my Roth portfolio he’s really helped and explain everything throughly. Great person to work with. 10/10

Latrel P.

5/5

I had a number of unique challenges with getting started on my investment portfolio. The Roth IRA Group was incredibly flexible with me and allowed me to move at my own pace in terms of moving the ball forward. All of the anxiety and uncertainty that prevented me from looking into investing was alleviated by the simplicity and efficiency of this process, and I am really grateful for feeling like I was working with a trusted family member the entire time.

Addy A.

5/5

I was referred to this company by a friend and after talking with them through email for a couple days, I was excited to start my roth ira. SK answers all your questions and throws in advice and suggestions here and there to really help navigate you through. My advice is to gather as many questions as you can so you fully understand what's going on as soon as he starts working on your portfolio.