Romano & Romano Financial, LLC - Home

quote of the week

 "As you walk down the fairway of life you must smell the roses, for you only get to play one round."

 - Ben Hogan

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 strive to provide 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 MarketWatch.com.
Click here to read the article.