Roman Reed

Services Offered

• Investment planning
• Insurance strategies
• Holistic financial planning

About

Roman Reed is a financial consultant based in Houston, Texas, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Roman employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. He focuses on serving high net worth clients, including individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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