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Empowering Immigrants and Refugees Financially

Gain Financial Acumen and Security in the United States

What We Cover

New Roots Financial is an organization committed to empowering immigrants and refugees with essential financial literacy. We offer comprehensive workshops and sessions led by industry professionals, covering a wide range of financial topics including taxes, retirement planning, and wealth building. Our mission is to break down complex financial concepts into accessible, actionable insights, helping our clients develop the knowledge and skills needed to achieve financial stability and growth. Through our educational programs, we aim to support and guide immigrants and refugees on their journey to financial success.

Taxes

Our tax workshops are designed to demystify the tax system in a new country, ensuring that you can navigate it with confidence.

Budgeting

Understanding how to manage and allocate your finances is crucial. Our budgeting sessions provide you with essential knowledge for financial stability.

Retirement Funds

Securing your financial future is crucial, and our retirement fund workshops are designed to assist immigrants in achieving this goal.

Investment

Building and growing wealth is a key aspect of financial literacy. Our investment workshops equip you with the knowledge to make informed financial decisions.

Meet the Team

​We are students across the country at the nation's top universities

Participant Stories

Hear what participants have to say about their experience with our financial literacy workshops.

"I recently attended the retirement planning workshop offered by New Roots Financial and it was a game-changer for me. The presenter was knowledgeable and engaging, and I learned so much about how to for my future. I now feel more confident in my ability save for retirement and make informed decisions about my finances. Thank you, New Roots Financial, for providing such valuable resources to the immigrant and refugee community."

Rosa, Workshop Participant

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