Rachael Romeo

Rachael L. Romeo

Financial Advisor

FINRA BrokerCheck
201 S Denver Ave Ste 500,
Tulsa, OK 74103
918-497-1194 580-761-1983 Visit my website Back to Advisors in Oklahoma

About my practice

I assist my clients in identifying ways to achieve their individualized financial needs by helping them articulate their goals and objectives. I know confidence in a financial plan is paramount to its success, which is why I take an educational approach. Whether you’re just starting out, well on your way to living your dreams, or eagerly approaching retirement my team and I are here to help.

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