Member Directory

Rooted Wealth Advisors

  • Investments
1521 N Convent
800
Bourbonnais, Illinois 60914
(815) 918-4727
(800) 303-9255
(815) 918-4727 (fax)
Hours:
Monday through Friday 8:30 AM - 5:00 PM
  • About

    We provide customized financial advice and comprehensive wealth management, while building a personal connection and knowing our clients by name. Investment advisory services offered only by duly regi

  • Jobs

    Associate Advisor
    Category: Financial Services
    Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm in Bourbonnais, IL is ...read more

    Contact

    Phone:(815) 918-4727
    Fax:(815) 918-4727
    First Impressions Director
    Category: Financial Services
    Are you dependable and highly detail-orientated with great interpersonal skills and a passion for client satisfaction? If you are looking for career satisfaction with a dynamic company, we have the opportunity for you! Our successful financial planning firm in Bourbannais is seeking a Receptionist to ensure smooth day-to-day operations while providing superior customer service to the firm's ...read more

    Contact

    Phone:(815) 918-4727
    Fax:(815) 918-4727
  • Whom to Contact

    • Kaila Dunfee
      Director of Marketing
      Phone: (815) 918-4727
    • Zach Gray
      CRPC, LACP Founder
      1521 N Convent St
      Suite 800
      Bourbonnais, Illinois 60914
      Phone: 815-918-4727
      Fax: (815) 918-4730
    • Hilda Miranda
      Director of Operations
      1521 N Convent St
      Suite 800
      Bourbonnais, Illinois 60914
      Phone: 8159184727
      Fax: (815) 918-4730
  • Directions

    Turn right onto IL-50 N/N Kinzie Ave (signs for Bradley/Illionis 50) 0.5 mi Turn left onto E 4000N Rd/Larry Power Rd 1.0 mi Turn right onto Sun Ridge Dr 0.3 mi Turn left at the 2nd cross street