Lilly Velotta, Financial Advisor located in Owasso, OK

Financial Advisor
Lilly A Velotta

AAMS®
307 E 2nd Ave Ste B, Owasso, OK 74055opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • College Savings

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Alexandra Cornwell
    Registered Branch Associate
  • Pam Gennardo
    Sr. Branch Office Administrator
    FPQP®
  • Lisa Walters
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:30PM
Tue 09:00AM - 05:30PM
Wed 09:00AM - 05:30PM
Thu 09:00AM - 05:30PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(918) 272-5922

Fax

(888) 848-2165

Office Address

307 E 2nd Ave Ste B
Owasso, OK 74055opens in a new window

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