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Take Root Financial
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Take Root Financial
Contact
Contact

Take Root Planning & Coaching LLC

A virtual private coaching practice registered in and operating out of New York State. The company is 100% owned and operated by Samantha Gorelick CFP®, AFC®.

Information provided on this website is general in nature and does not constitute financial or investment advice. Take Root Planning & Coaching LLC is strictly a financial coaching practice. Before making any financial or investment decisions, it is recommended you consult a registered investment advisor to take into account your personal investment objectives, financial situation and individual needs. No content should be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.