Midwest Investment and Retirement Management

Rooted Wealth Advisors, located in Saint John, IN, is dedicated to helping clients achieve clarity, comfort, and confidence in their retirement planning. Their personalized approach focuses on understanding each client's unique goals and concerns to craft tailored retirement strategies. With a commitment to nurturing client relationships, Rooted Wealth Advisors employs a structured retirement process that includes cultivating goals, developing actionable plans, and providing ongoing support. Their founder, Zach Gray, shares insights from his extensive experience in retirement planning through his book, "Deep Roots: Laying the Groundwork for Retirement." Generated from the website

Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy