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
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HOT TOPIC: Trade Roundup: New Tariff Actions and Rates
This article explains newly implemented and upcoming tariffs and their potential economic impact.
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Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
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HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?
This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.
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HOT TOPIC: 530A Trump Accounts Officially Open
A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Lease Payment
How much would your monthly lease payment be?
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Savings Accumulation
Estimate the future value of your current savings.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.