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.
