Founded in 1973, Romero Financial & Insurance Services is a financial services practice committed to helping people pursue their financial goals. We offer a wide range of insurance products and services to individuals, business owners, and Associations including life, group medical, group/individual dental and vision, disability income, professional and business overhead disability, long term care insurance, and Employee Assistance Programs (EAP). Our practice maintains a refreshing and unique philosophy of consumerism, personableness, ethics, and advocacy.
Our office provides no-cost insurance benefit/premium comparisons with reliable carriers and we are committed to securing the most competitive and viable insurance options for our clients. You can also view our Individual Dental and Vision Insurance Plans portal to receive instant quotes and/or apply online. We feel that the real value of an insurance professional is not just the sale of an insurance product, but continued claims advocacy and on-going evaluation/recommendations of your changing insurance needs. Our clients have also found our website "Learning Center" offering current and relevant newsletters, articles, calculators, and a tax library especially invaluable in a rapidly changing financial environment.
There exists innumerable online quoting services for insurance products. In making a considered choice, ask yourself whether these resources, your insurance provider, and/or insurance broker effectively supports you with your detailed and often complex questions and claims resolution.
Newsletters
-
How Has SECURE 2.0 Affected 401(k) Plans?
The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
-
Life Insurance Might Help During Turbulent Economic Times
During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
-
The Corporate World Is All-In on AI
As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
-
HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
Calculators
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?