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FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Bob Root
Wealth Advisor
AIF | Series 66 & 7 Licenses
What I Specialize In
- Advisory & Wealth Management
- Employee Retirement Accounts
- Financial Planning
- Life Insurance, Long-Term Care
- Retirement Planning
- 401K Transition
My Locations
Lobby Hours Mon–Thu: 9am–4pm, Fri: 9am–5pm | Sat–Sun: Closed
Drive-Up Hours Mon–Fri: 8:30am–5pm | Sat–Sun: Closed
About Bob Root
Bob Root is a valued member of the Frandsen Investment Services team, committed to helping clients feel confident and informed about their financial decisions. He is known for providing dependable service, clear communication, and thoughtful support throughout every client interaction. Bob takes pride in understanding each client’s unique goals and helping connect them with solutions that align with their needs. With a strong focus on relationship-building, Bob works closely with clients and tea...
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