Romano & Romano Financial, LLC - Home

Quote of the Week

 "The ability to concentrate and to use your time well is everything if you want to succeed in business -- or almost anywhere else for that matter."

- Lee Iacocca

Romano & Romano Financial, LLC

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. We pride ourselves on providing an unparalleled client experience. 

In the News

Joseph A. Romano, CFP®, was recently quoted in the USA Today Personal Finance Investment Guide (see the bottom of page 17).
Click here to read the article.

Joseph A. Romano, CFP®, was quoted by Alessandra Malito on
Click here to read the article.