Revo Financial, LLC

Revo Financial, LLC

金融服务

Bartlesville,Oklahoma 88 位关注者

Helping people find confidence and peace of mind in their financial future!

关于我们

At Revo Financial, we provide the highest quality, trusted advice to our clients and partner with them to reach their financial goals. We believe in a “client first” approach. We use our expertise and our passion for helping people and put the priority on what is right for the client. The result is confidence, peace of mind and a lasting relationship built on trust and integrity.

网站
https://revofinancial.com
所属行业
金融服务
规模
2-10 人
总部
Bartlesville,Oklahoma
类型
合营企业
创立
2014
领域
Financial Planning、401k Services、Risk Management、Behavioral Portfolio Design和Values Based Investments

地点

  • 主要

    117 W 5th St

    402

    US,Oklahoma,Bartlesville,74003

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  • 227 Muirfield Pointe Way

    US,Texas,Montgomery,77316

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Revo Financial, LLC员工

动态

  • 查看Revo Financial, LLC的公司主页,图片

    88 位关注者

    From all of us here at Revo Financial, Happy Thanksgiving! We are so grateful to be working with some of the best clients in the world! Take time to look around and give glory to God for the many blessings He has given!

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    88 位关注者

    This time of year, it's easy to take time with family for granted. And that makes it a perfect time to start thinking about how?you'll protect your family in case something unexpected happens. As tough as it can be to think about worst-case scenarios, tackling those questions now can save your loved ones from heartache (not to mention money stress) in the future. Our estate planning checklist can help you take that first step.

    Protect your loved ones: A checklist

    Protect your loved ones: A checklist

    https://revofinancial.com

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    88 位关注者

    One blood sucker of an expense that just doesn't need to happen? Bank and credit card fees! That could include high interest payments, late fees, overdraft fees, ATM fees, account fees, and all the other expenses that could drain your bag. You can take steps to utilize your banks and credit card companies in a more beneficial way by making the banks pay you through high interest accounts, avoiding unnecessary fees and ensuring you keep up with payments to avoid unnecessary debt. High interest credit card companies are betting that you'll rack up those interest dues and miss payments so give em the good ol' stake in the heart!

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  • 查看Revo Financial, LLC的公司主页,图片

    88 位关注者

    We're all guilty of it, it's been a long day, you're tired from work, there's plenty of food in the pantry but the idea of cooking makes your blood drain. In comes Uber Eats or DoorDash but the markup on those is astronomical so if you use them often, it can be a real drain on your wallet. Here's a few other money suckers to avoid. Not to say that you can't indulge in these every once in a while, but if you can avoid these most of the time, it can mean more money in your pocket to put toward more important things.

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  • 查看Revo Financial, LLC的公司主页,图片

    88 位关注者

    Something anyone will tell you about their family is that things are always changing. Marriages. Births. Transitions, such as your children growing up and starting their own lives. And some of those changes are more somber and require some reflection. No matter what’s happening in your family, these changes affect your estate planning. Not only do you need to do it for your family, you need to keep it updated for them, as well.

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  • 查看Revo Financial, LLC的公司主页,图片

    88 位关注者

    Don't Let Impulse Purchases Haunt Your Budget! ????? As tempting as those spooky sales and Halloween decor may be, impulse buys can creep up and drain your wallet before you know it! Those little (or giant) impulse buys can rack up really fast. So, instead of buying on a whim, take a moment to plan ahead and stick to your budget. If it's something you still need after a time to cool off about it, you can add it into your budget! ??? Pro Tip: Make a list and avoid shopping when you're feeling stressed or hungry (those are the real trick-or-treaters! ????) Keep your budget from getting ghosted! ?? #BudgetWisely #ImpulseBuyMonsters #HalloweenSavings

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