Arrowroot Family Office - Marina Del Rey, California

Address: 4553 Glencoe Ave #200, Marina Del Rey, CA 90292, United States.
Phone: 8332242249.
Website: arrowrootfamilyoffice.com
Specialties: Financial advisor, Financial Advisor, Financial planner, Investment service.
Other points of interest: On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Gender-neutral toilets, LGBTQ+ friendly, Transgender safe space.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Arrowroot Family Office

☎️8332242249

⏰ Open Hours of Arrowroot Family Office

Monday: 7 am–6 pm
Tuesday: 7 am–6 pm
Wednesday: 7 am–6 pm
Thursday: 7 am–6 pm
Friday: 7 am–6 pm
Saturday: Closed
Sunday: Closed

Introduction to Arrowroot Family Office

Located at 4553 Glencoe Ave #200, Marina Del Rey, CA 90292, United States, Arrowroot Family Office stands out as a premier financial advisory service. With a dedicated phone line 833-224-2249 and a user-friendly website arrowrootfamilyoffice.com, clients can easily reach out to this esteemed institution for comprehensive financial services.

Key Features and Services

Arrowroot Family Office boasts a range of specialized services that cater to diverse financial needs. Their expertise lies in Financial Advisory, Financial Planning, and Investment Services. The team, under the leadership of Rob, is renowned for their professionalism, extensive market knowledge, and commitment to transparency and trustworthiness. Clients often commend them for their selfless dedication and the high-level results they deliver.

Accessibility and Inclusivity

What truly sets Arrowroot Family Office apart is not just its financial acumen, but also its commitment to accessibility and inclusivity. The office is fully wheelchair-accessible, ensuring a comfortable experience for everyone. They offer on-site services, making it convenient for clients to receive personalized attention. Furthermore, their facilities include wheelchair-accessible parking, entrances, seating, and restrooms, along with a gender-neutral toilet and a transgender-safe space, reflecting their LGBTQ+ friendly policies.

Client Satisfaction and Reputation

Clients have overwhelmingly praised Arrowroot Family Office, with 19 reviews on Google My Business contributing to an impressive average rating of 4.8/5. Testimonials highlight the team's extensive knowledge, professionalism, and high level of service. A client's review underscores the trust and selflessness of the team, expressing high recommendations for anyone considering partnering with Arrowroot.

Recommendation for Potential Clients

For anyone in search of a reliable financial advisor with a strong track record of success and a commitment to inclusivity, Arrowroot Family Office is highly recommended. Their ability to provide personalized financial advice and planning, combined with their investment services, positions them as a top choice in the industry.

Given their exceptional reputation, accessibility, and client satisfaction, it's clear that Arrowroot Family Office can offer valuable support to your financial journey. To learn more or to schedule a consultation, visit their website at arrowrootfamilyoffice.com. Don't miss this opportunity to experience top-tier financial services tailored to your needs. Contact them today to take the first step towards securing your financial future with confidence.

👍 Reviews of Arrowroot Family Office

Arrowroot Family Office - Marina Del Rey, California

Blake O.

5/5

I have worked with Rob and his team over a number of years on several different business ventures. Rob has been the ultimate professional and has extensive knowledge in the marketplace to provide my team the highest and best level of advisory. His team is extremely selfless in their time and has always been fully transparent and trustworthy while delivering high level results. I highly recommend Rob and the Arrowroot team to anyone that has the opportunity to work with them.

Zachary C.

5/5

My wife and I had such a great experience at Arrowroot with Rob Santos and staff. Rob made difficult things easily understandable and gave us value free and informed options. When we have delayed in getting things to him or making decisions he has gently reminded us with no pressure to do one thing versus another. We feel so safe in his capable hands!

Monica N.

5/5

I have known Rob for a very long time and when I needed to move my 401k from my old firm to a new one, there was no doubt where I'd move it to and who would be handling my retirement needs. Rob and Arrowroot FO are nothing but professional, knowledgeable, efficient and above all, caring about their clients and our needs. I happily recommend Arrowroot FO to handle any financial planning for you and your family.

Frank H.

5/5

I open up a 7 figure IRA account with AFO 3 years ago. We discussed in detail my risk appetite. They created a very detailed and professional written report and agreement which I reviewed and found to be consistent with our discussions on risk. Rob Santos is a professional experienced money manager who manages a large number of relationships with significant balances. I consider him an excellent money manager.

Jay P.

5/5

My family and I have trusted Rob and his team for many years. From basic financial guidance to complicated investment strategies, he gets it done and it’s comforting to know we’re in great hands. I’ve referred countless clients to him as well, and they couldn’t be happier as well.

Dan R.

5/5

Rob and team have helped guide my personal and company’s financial success for years. Always thoughtful, sincere and knowledgeable, my family and I look to the Arrowroot team for trusted advice whenever possible.

cici

1/5

I set up a 401k plan with this company and Robert Santos was the advisor. Unfortunately he did what was best for him and his commision and not for myself and my company. In the end my partner and I realized what had been done and there was no reversing it. It costs us tens of thousands of dollars due to his neglience. I had two other financial advisors look at how Rob set up the plan for me and they both said they would have never done that for their clients. We now have to report him to the SEC and spend more time taking legal action against him.

Also if you look it up, you will see this firm has several violations already filed against them from other clients. I will be adding to their record in hopes that they will get shut down eventually. I would steer clear of this company.

Josh D.

5/5

Arrowroot Family Office has big firm services with a small family oriented approach. They take the time to get to know you and your goals and they work closely with you to accomplish those goals. I highly recommend Arrowroot Family Office. They are simply the best!