Email
mariaromeo@retirewitheverest.com
Phone
Disclaimer

Plan First, Invest Second is a registered trademark of USA Financial Marketing.

Arturo Burgueno, William (Bill) Romeo, Jim Baadshaug, and Randy Deaton are investment advisor representatives of, and securities and advisory services are offered through USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Everest Retirement Planners and Everest Financial Network are not affiliated with USA Financial Securities.

Arturo Burgueno, William (Bill) Romeo, Jim Baadshaug, and Randy Deaton are authorized to transact securities related business and investment advisory services only in states where they are properly registered. 

For investment products and services these states include:
Arturo - TN;TX
Bill - CA;NC;NJ;SC
Jim - NJ;SC;UT;VT
Randy - CO;IN;KY;MI;SC;TX

For investment advisory services these states include:
Arturo - TX
Bill - CA;MA;NC;NJ;SC
Jim - DE;FL;NJ;PA
Randy - KY;OH;SC;TX;WI

 

Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

18756 Stone Oak Pkwy #200
San Antonio, TX 78258
United States

First Name
Maria
Last Name
Romeo
Company Description
We are dedicated to providing investment management and strategic wealth planning that is right for you.