Root Financial
Jersey City, United States (US) · Finance and Banking
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Root Financial is a Finance and Banking company based in Jersey City, United States (US), with 2-10 employees. Root Financial's profile is verified on Enterprise League.
Overview
Root Financial is a New Jersey-based financial consulting firm specializing in profit consulting for founders and small businesses.
We support founders who are trying to make a positive change in the world to achieve financial freedom and profitability NOW. We work with leaders who may seem to have "made it" or are "successful" but behind the scenes, may be struggling to build the stability and growth they desire. You barely pay yourself and your business has never been profitable. You have a big heart and have always wanted to help others. While you're successful in that endeavor, the only person that isn't being taken care of is you. It doesn't have to be that way because you deserve financial freedom and for your business to be financially healthy.
What sets Root Financial apart is our commitment to bringing compassion and empathy to finance. We’re profit consultants, not just accountants, dedicated to guiding founders, not impressing them. We prioritize understanding your unique situation and providing tailored solutions, fostering a collaborative partnership built on trust and mutual respect.
Our team is led by Raz Petric, a former Big 4 accountant with a passion for creating a more human-centered approach to finance. We’re backed by an advisory board of experienced entrepreneurs and social impact leaders, including Michael Ventura, Leigh Wright, and Marissa Davis, ensuring we bring diverse perspectives and expertise to every client engagement.
We support founders who are trying to make a positive change in the world to achieve financial freedom and profitability NOW. We work with leaders who may seem to have "made it" or are "successful" but behind the scenes, may be struggling to build the stability and growth they desire. You barely pay yourself and your business has never been profitable. You have a big heart and have always wanted to help others. While you're successful in that endeavor, the only person that isn't being taken care of is you. It doesn't have to be that way because you deserve financial freedom and for your business to be financially healthy.
What sets Root Financial apart is our commitment to bringing compassion and empathy to finance. We’re profit consultants, not just accountants, dedicated to guiding founders, not impressing them. We prioritize understanding your unique situation and providing tailored solutions, fostering a collaborative partnership built on trust and mutual respect.
Our team is led by Raz Petric, a former Big 4 accountant with a passion for creating a more human-centered approach to finance. We’re backed by an advisory board of experienced entrepreneurs and social impact leaders, including Michael Ventura, Leigh Wright, and Marissa Davis, ensuring we bring diverse perspectives and expertise to every client engagement.
Contact Details
hi@rootfinancial.co
Jersey City, United States (US), 155 2nd Street
Company Type
Private Limited Company
Employees
2-10
Categories
Services
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