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Business Profile

Financial Services

Root Assets PLC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Services.

Visit Website(888) 976-7668Email BusinessWrite a Review

About

Overview

Root Assets PLC

Escondido, CA 92026-6941

BBB Accreditation & Rating

BBB Accreditation: None

To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.

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About This Business

Years in Business: 6

Products and Services

Debt Action Plan, Financial Planning, Growth-Oriented Products, Legacy Planning, Opportunity Recovery, Retirement Planning, Wealth Management

Business Details

Local BBB:
BBB, Mountain West & Pacific Southwest
BBB File Opened:
1/17/2020
Business Started:
1/17/2020
Type of Entity:
Sole Proprietorship
Alternate Names:
Root Assets
Business Management:
Mr. Jeffrey Wayne Schultz, Owner

Additional Contact Information

Principal Contacts
Mr. Jeffrey Wayne Schultz, Owner
Customer Contacts
Mr. Jeffrey Wayne Schultz, Owner
Additional Email Addresses
Primary: Email this Business
Social Media

Additional Information

Business Categories
Financial Services, Debt Consolidation Services, Financial Planning Consultants, Life Insurance, Retirement Planning Services, Financial Consultants, Estate Planning and Management, Scholarships and Financial Aid, Wealth Building Seminars, Wealth Management, Financial Advisor Support Wealth Management, Debt Relief Services

Latest Reviews

  • Gina T

    "Ive had a great experience working with REMOVEDat Root Assets. He's sincere, honest, trustworthy and very knowledgeable about how money works." ... Read full review

View all Reviews

Frequently asked questions about Root Assets PLC

  • Is Root Assets PLC BBB Accredited?

    No, Root Assets PLC is not BBB Accredited. Businesses are under no obligation to seek accreditation.

  • What is the BBB rating of Root Assets PLC?

    Root Assets PLC has an A+ BBB rating. Ratings run from A+ to F and are BBB's opinion of how a business is likely to interact with its customers, based on complaint history, transparency, and available public data.

  • How many complaints does Root Assets PLC have on BBB?

    Root Assets PLC has no complaints filed with BBB in the last 3 years.

  • How many customer reviews does Root Assets PLC have on BBB?

    Root Assets PLC has 1 customer review on BBB.

  • How do I file a complaint against Root Assets PLC?

    You can file a complaint against Root Assets PLC on BBB.

  • How long has Root Assets PLC been in business?

    Root Assets PLC has been in business for 6 years, since 2020.

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.