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The Wealthy Roots, LLCFinancial advisor in Dublin, CA

The Wealthy Roots, LLC is a financial advisor in Dublin, CA, rated 5.0 from 1 Google review. Open 7 days a week.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Dublin, CA0 paid placements in any rankingHow we rank

Key facts

Key facts about The Wealthy Roots, LLC
Phone(925) 557-5331
HoursMonday to Friday: 9 AM – 8 PM; Saturday and Sunday: 10 AM – 7:30 PM
Google rating5.0 from 1 Google review

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Dublin and 12 towns within 25 miles: Berkeley, Albany, El Cerrito, Emeryville, Piedmont, Oakland, Orinda, Richmond, El Sobrante, San Pablo, Alameda and Moraga.

Based in Dublin, CAView on map

Opening hours

Opening hours for The Wealthy Roots, LLC
DayHours
Monday9 AM – 8 PMevening
Tuesday9 AM – 8 PMevening
Wednesday9 AM – 8 PMevening
Thursday9 AM – 8 PMevening
Friday9 AM – 8 PMevening
Saturday10 AM – 7:30 PMevening
Sunday10 AM – 7:30 PMevening
  • Open evenings (after 6 PM)
  • Open Saturdays
  • Open Sundays

Questions about The Wealthy Roots, LLC

What are The Wealthy Roots, LLC’s hours?

The Wealthy Roots, LLC is open 7 days a week. Its listed hours are Monday to Friday, 9 AM – 8 PM; Saturday and Sunday, 10 AM – 7:30 PM. On Saturdays it is open 10 AM to 7:30 PM, and on Sundays 10 AM to 7:30 PM. Hours come from the business listing; holiday hours may differ.

What areas does The Wealthy Roots, LLC serve?

Serves Dublin and 12 towns within 25 miles: Berkeley, Albany, El Cerrito, Emeryville, Piedmont, Oakland, Orinda, Richmond, El Sobrante, San Pablo, Alameda and Moraga. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about The Wealthy Roots, LLC?

The Wealthy Roots, LLC has a rating of 5.0 from 1 Google review. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact The Wealthy Roots, LLC?

Call The Wealthy Roots, LLC on (925) 557-5331. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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