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William (Tony) Root

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What does your dream retirement look like?

As an independent investment adviser representative, Tony Root believes that financial planning is about more than just investing. He believes that education plays an important role in the process, so he strives to educate his clients as he guides them toward setting their future financial goals. With 10 years of experience in customer service, Tony works hard to make his customers feel comfortable and confident as they make their personalized financial decisions.

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