Rooks &Partners

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Rooks &Partners Reliable. Consistent. Trustworthy Rooks & Partners traces its foundation back to the unique journey of its founder, Justin Rooks.

Financial services was not just a career choice but a calling—driven by a desire to make a tangible difference in people’s lives. After spending 14 years at a national firm, he decided to partner with &Partners to establish his financial practice Rooks &Partners, increasing the flexibility to serve his clients at the highest levels. Our mission is to offer guidance on all aspects of our clients’ lives, recognizing that money is a significant part, but not the entirety of it. We pride ourselves on being there with unwavering support, year after year, when our clients need us most. Ready to take control of your financial future in Inverness, FL? Visit www.rooksandpartners.comto learn more.

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Securities and advisory services offered through &PARTNERS℠, a registered broker-dealer and investment advisor, member FINRA/SIPC. Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.

09/30/2026

Extreme performance in one type of investment may increase your risk. In the new issue of Prism Brief, the &Partners Investment Team recommends managing any imbalances caused by large returns in any one part of your portfolio.

09/30/2026

Ask someone whether they’ve completed their estate plan, and they’ll point to a will or trust. Often, that’s only part of it. Many of a family’s largest assets — retirement accounts, life insurance, annuities, a transfer-on-death account — pass by beneficiary designation, not through est...

09/15/2026

Concerns over rising inflation, continuing war with Iran, and the US’s record national debt have shaken the markets.

09/11/2026

A routine bank letter raised a chilling question: was it just an error—or the first sign of a deed theft attempt?

09/08/2026

Inflation is high and seems likely to stay that way, leading many investors to wonder if their portfolios are prepared. To help answer that question, the &Partners Investment Team dove into the historical record. They analyzed past high-inflation eras to see which asset classes beat inflation and wh...

08/28/2026

It’s a clash of the titans as Nvidia and Federal Reserve Chairman Kevin Warsh vie for the stock market’s attention this week.

07/21/2026

This year in particular —the 250th anniversary of the U.S. becoming independent — offers a chance to reflect on financial independence for your children.

07/07/2026

New investment accounts for children are being rolled out on July 4, 2026. All children with valid Social Security numbers (SSNs) are eligible. These accounts are designed to help families start early long-term investing through a structured, custodial account that offers tax-deferred growth.

06/23/2026

Contractors, remodelers and consultants are increasingly helping older Americans age in place.

06/23/2026

There’s no escaping inflation these days. You’re probably seeing higher prices at the gas station and the grocery store, on airfares, and in the news. Rising inflation affects the buying power of your savings and the returns of your investments. It may feel tempting to react with big changes to ...

Address

2309 Highway 44W
Inverness, FL
34453

Telephone

+13524150980

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