Rooks &Partners - Inverness, Florida

Overview of Rooks & Partners

Rooks & Partners is a distinguished financial services firm located at 2309 Hwy 44 W, Inverness, FL 34453, United States. With a focus on providing comprehensive financial advice, consulting, and planning, this firm has established itself as a reliable partner for individuals seeking to manage their financial futures. The office can be reached by phone at 352-415-0980.

Key Features and Location

Rooks & Partners stands out due to its wheelchair-accessible car park and wheelchair-accessible entrance, ensuring that all clients, regardless of mobility, can access their services without hassle. The firm's physical address is conveniently located in the heart of Inverness, making it easily reachable for clients in the area.

Website and Contact Information

For those interested in learning more about Rooks & Partners or in seeking financial guidance, their website is a valuable resource. Here, prospective clients can find detailed information about the services offered, as well as read testimonials from satisfied customers.

Specialties and Expertise

• Financial Advisor: Rooks & Partners specializes in offering personalized financial advice tailored to individual or family needs.
• Financial Consultant: They provide expert consulting services to help clients navigate complex financial situations.
• Financial Planner: With a focus on long-term planning, their planners help clients set and achieve financial goals.

Opinions and Reputation

The company boasts a solid reputation with 4 reviews on Google My Business, averaging an impressive 4/5 rating. Testimonials highlight Justine Rooks' exceptional ability to listen and understand clients' needs, ensuring they receive effective and personalized guidance. The friendly and helpful staff further enhances the client experience, making it a welcoming environment for everyone.

Recommendation for Prospective Clients

For anyone considering financial advice, consulting, or planning services, Rooks & Partners is highly recommended. Their commitment to accessibility, client-centered approach, and high customer satisfaction levels make them a standout choice in the financial advisory industry. To get started on your financial journey with Rooks & Partners, visit their website at rooksandpartners.com or give them a call at 352-415-0980. Their team is ready to assist you in securing your financial future.

By leveraging their expertise and the positive feedback from existing clients, Rooks & Partners offers a promising path to achieving financial stability and growth. Don't hesitate to take advantage of their services and experience the difference a dedicated financial advisor can make.

👍 Reviews of Rooks &Partners

Cathy R.

5/5

Justine Rooks is a wonderful Financial Advisor. He listens to the customer to help them. His staff is friendly and helpful. We have been a client for a long time and have always had a great experience when dealing with him and his office.

Super N.

5/5

Mr Rooks has been my advisor for a while now, friendly staff and honest guidance. Can’t wait to see what the future holds.

Pedro I.

5/5

joanne P.

1/5