True Root Financial - San Francisco, California

True Root Financial is a financial planning and investment service that you can find at truerootfinancial.com. Their office is located at Address: 3445 Scott St, San Francisco, CA 94123. You can also contact them by phone at 53236602.

This company stands out as it identifies as both Asian-owned and women-owned. They offer online appointments, onsite services, and have a wheelchair accessible entrance and restroom, making it easy for everyone to access their services.

True Root Financial specializes in financial planning and investment services, providing personalized solutions to help you achieve your financial goals. They have received excellent reviews from their clients, with an average rating of 5/5 based on 17 reviews on Google My Business.

Other points of interest include their restroom facilities and the fact that appointments are recommended. By scheduling an appointment, you can ensure that you receive the dedicated time and attention you deserve from their experienced team.

Reviews of True Root Financial

Sarah Kaster

5/5

Roshani is an amazing financial consultant. She has helped advise my long-term portfolio for almost two years now. Every time I meet with her, she comes prepared regarding the status of my portfolio. She is knowledgable, detail-oriented, and cares about her clients. She also goes above and beyond by providing her clients with monthly situational awareness reports on the status of the financial landscape and markets.

Teresa Haun

5/5

Roshani is a fantastic financial advisor. I started working with her almost a year ago and quickly felt confident that she was the exact advisor I wanted to work with and I have only continued to feel more and more confident in that decision since then. One of the aspects I love most about having Roshani as my financial advisor is that she thinks holistically about financial planning across many different elements of my life, not just my direct financial investments. She has also helped me think through areas like insurance, goal planning, side business income, healthcare, and taxes. I also greatly appreciate that Roshani is incredibly adaptable to her clients' needs. There were a couple specific arrangements I wanted with my investments and how my fee would be deducted that she made work perfectly. I also asked about a few different ways to see investment performance and she was very open to how she could best represent the value her firm was providing. To date, Roshani's investments for me have been significantly outperforming what I would have made in the market myself. I'm so grateful to have started working with her and highly recommend her to anyone looking for a financial advisor that truly has your best interests in mind!

Anush Adhikari

5/5

When I switched jobs and rolled over my 401k into IRA, I interviewed several financial advisors and Roshani checked off all the boxes including strong reviews from her current client. I have been very pleased with this decision. My portfolio is in very good hands and is getting a personalized care. Results speak for itself and I look forward to our reoccurring updates. Roshani has also taken the time to answer various questions and has a strong network to point me in the right direction on adjacent topics, so I feel secured about my family's financial future. Neither do I have the time or expertise to do this on my own, nor do I want to resort to a bigger corporation that does not provide a tailored solution. I highly recommend Roshani!

Anjana Pandey

5/5

We have been working with Roshani at True Root Financial and it has been a positive experience. She is very knowledgeable in her field and detailed in her explanations. We feel comfortable knowing that our finances are in good hands.

joe chmielewski

5/5

It is hard to be professional and stay authentic, but Roshani Pandey does both. Roshani combines her knowledge with an intuition that comes from being true to herself. Her ability to perceive and interpret information about companies reflects her years of investing experience. She's passionate about her work, principled and professional. A true enthusiast. I am very happy to be working with her.

Cathy Clifton

5/5

Since we switched our nonprofit organization's endowment account over to Roshani Pandey and True Roots, she has invested our money wisely and made over $200,000 for us. She gives us very personal service, responds quickly, and is always happy to answer questions from us. We trust her implicitly - It's so good to know that she is watching over our charitable funds for us.

Satish Baniya

5/5

Working with Roshani and her team has been a fantastic experience. They are excellent partners to have on your side, offering extensive knowledge and assistance across various aspects of financial investments. Moreover, they provided invaluable insights into tax planning. Plus, as someone with a tech background like mine, their insights have been invaluable. It's been a blast working with them, and I totally recommend them to anyone needing financial advice!

Subodh Gurung

5/5

Roshani and her team have been awesome partners to us. Their expertise and support in financial investments have been invaluable, offering comprehensive assistance and insights. Their guidance on investing (managing RSU and ESPP plans) and tax strategies has been instrumental, especially coming from a tech background. I fully recommend them to anyone seeking top financial advice.