Romano & Romano Financial, LLC, is a privately owned firm that offers access to investment management and comprehensive financial planning for high-net-worth individuals. We offer objective guidance that is impartial because we do not produce any proprietary investment products. Our services are tailored to each individual client's needs and objectives. We offer many custom services, including portfolio evaluation and asset allocation, income and estate tax planning, risk management and insurance, retirement planning, educational funding, employee stock option management, and charitable gift planning. Our mission is to provide legendary client service.
Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Romano & Romano Financial, LLC, 1120 Welsh Rd., Suite 180, North Wales, PA 19454, 215-646-1772. This communication is strictly intended for individuals residing in the states of PA, NY, NJ, MD, AZ, CA, CO, DC, DE, FL, GA, IL, IN, MA, MN, NC. and TX. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 1120 Welsh Road,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.romanoromano.com
- Keywords
- Investment management, Financial Planning, Retirement Planning, College Funding, Estate Planning, Tax Planning.
- HQ
- NORTH WALES, PA
Romano & Romano Financial, Llc Questions
Romano & Romano Financial, Llc's website is http://www.romanoromano.com
Romano & Romano Financial, Llc's LinkedIn profile is https://www.linkedin.com/company/romano-romano-financial-llc
Romano & Romano Financial, Llc has
2 employees.
View email and phone details for 2
employees at Romano & Romano Financial, Llc.
Romano & Romano Financial, Llc's industry is
Financial Services
Romano & Romano Financial, Llc's top competitors are
Brett Danko Educational Center,
Powerup Money,
Deutsche Bank,
Exoduspoint Capital Management, Lp,
Advanced Research Projects Agency For Health (Arpa-H).
Romano & Romano Financial, Llc's categories are Financial Services
Romano & Romano Financial, Llc's founding year is 2003
