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Proud Parents
When it comes to living the American dream. We believe no family should be left behind financially. We teach people how to be financially free so they can enjoy the harvest with their family. 

Our mission is t
o help individuals, families and business owners increase cash flow, save money at a higher rate of return, protect their money from market loss, maximize their tax advantage, secure family legacy, and grow wealth.

Supplying Services In:

> Fixed Indexed Annuity

 

> Indexed Universal Life

 

> Life Insurance

 

> Family Bank

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Working with 85 Fortune 500, Triple A+ Rated companies with more than 100 different products to serve in the best interest of our client.

Charise Romeo, MBA

Licensed Insurance Agent

charise@romeofinancialservices.com

Tel: 940-765-3109

Connect online:

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