Romar Wealth Management
Business details
- Category
- Financial Services · Financial planner, Financial consultant
- Address
- 600 Grand Ave #301, Oakland, CA 94610
- Phone
- (510) 817-4979
- Website
- raymondjames.com
- Neighborhood
- Adams Point
- County
- Alameda County
About
Romar Wealth Management is a financial planning and consulting practice serving clients from our office in Adams Point, Oakland. We work with individuals and families across Oakland and the East Bay to build plans for saving, investing and long-term financial goals.
Our approach is to listen closely to your priorities, explain each recommendation in plain language, and keep you informed at every stage. We take the time to understand where you are today and where you want to go, so the guidance we offer fits your own situation.
Whether you are just starting to plan or are refining an established strategy, we are glad to help you take the next step.
Book a consultation through our booking page, or visit our website at raymondjames.com/romarwealth to learn more.
Our approach is to listen closely to your priorities, explain each recommendation in plain language, and keep you informed at every stage. We take the time to understand where you are today and where you want to go, so the guidance we offer fits your own situation.
Whether you are just starting to plan or are refining an established strategy, we are glad to help you take the next step.
Book a consultation through our booking page, or visit our website at raymondjames.com/romarwealth to learn more.