Introducing Romeo Financial Services
Romeo Financial Services was established by Joe Romeo in 1983. Since that time, we’ve helped many individuals, families and businesses achieve their goals with our smart strategy and results-driven approach.
No jargon. Practical advice.
While we have years of experience, we pride ourselves on advice that’s straight-forward and easy to understand. From financial planning to investment management, you’ll find us to be knowledgeable, ethical and easy to talk to.
A tailored approach.
We don’t believe in a ‘one size fits all’ approach. That’s why we take the time to listen to you, to look deeply at your financial situation, and to truly understand your life or business. We work with different kinds of people every day to create a strategy that’s right for them. Remember, this isn’t just about retirement – we talk about how you can feel comfortable and confident along the way.
Broad knowledge. Boutique service.
We’re proud to have a reputation of providing unbiased, objective advice and for looking after everyday people. No layers of management or complex fees – our staff are accessible, approachable and ready to help.
Most people know where they want to be, but don’t know how to get there.
See how we can help you: Contact us today and make a time to start your journey