Roop Financial Services, INC.

Roop Financial Services, INC. Walter Roop, Senior Wealth Advisor
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC

“My goal is to help families succeed at financial planning which means helping to protect their assets and loved ones and planning with the objective of them having the income necessary to last for the rest of their lives." - Walter W. Roop CLU®, RHU®
Roop Financial Services, INC. has been serving the Retirement, Business, Charitable Giving, Employee Benefit and Estate Planning needs of our growi

ng clientele since 1990. We help executives, business owners, individuals and families who want to make smart decisions with their money through partnership with an experienced financial advisor.

Before skipping your daily walk, keep this in mind: regularly active adults can save up to $2,500 a year compared to cou...
06/02/2026

Before skipping your daily walk, keep this in mind: regularly active adults can save up to $2,500 a year compared to couch potatoes.

Year after year, according to a 2025 report in Stronger Life. Think of your exercise routine as the retirement savings that you don't have to drain early.

Drop your non-negotiable habit below.

Can you put a dollar figure on being healthy?One study that compared active and inactive adults found that healthcare co...
05/28/2026

Can you put a dollar figure on being healthy?

One study that compared active and inactive adults found that healthcare costs are 9% to nearly 27% lower for those who stay "on the move," according to a landmark study by BMJ Journals.

When socking away money for retirement, savvy savers are not only accumulating money but also thinking about what they won't have to spend.

Nearly half of healthy aging experts name physical activity as the single most important lifestyle habit for longevity, ...
05/19/2026

Nearly half of healthy aging experts name physical activity as the single most important lifestyle habit for longevity, according to a September 2025 U.S. News & World Report article.

Not supplements. Not sleep hacks. Not anything you might read about on a social feed. Just movement. Plain and simple.

What habit has made the biggest difference for you?

Every earnings season is different, but the influence of a handful of companies is undeniable.
05/19/2026

Every earnings season is different, but the influence of a handful of companies is undeniable.

Big moments in life can change your financial picture. If you experience a major life transition, keep us informed so we...
05/08/2026

Big moments in life can change your financial picture. If you experience a major life transition, keep us informed so we can reevaluate your strategy and ensure your goals remain aligned with your needs.

Late spring tends to bring a little more time for reflection. That means thinking about where we've been, what we're bui...
05/01/2026

Late spring tends to bring a little more time for reflection. That means thinking about where we've been, what we're building, and the people we're building it for. For us, it's not just the goals and milestones, but also the lives behind them.

With Summer nearly here, we hope you enjoy the final days of the season. In the meantime, let us know if we can help with any financial questions you may have.

04/28/2026

BlackRock modeling reveals that guaranteed lifetime income enhances savings for all workers, ensuring retirees don't outlive their funds.

Address

Germantown, TN

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19016834030

Website

Alerts

Be the first to know and let us send you an email when Roop Financial Services, INC. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Roop Financial Services, INC.:

Shortcuts

Share

Category