


Roman Retirement Planning
Investment Management • Mashpee, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | 35C South Street, Mashpee, MA 02649, US |
| Phone number | +17746025196 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Retirement Planning And Investment Management |
| Founded | 2018 |
| Employees | 1-10 |
Key Contact at Roman Retirement Planning
Susan Roman
Founder
About Roman Retirement Planning
At Roman Retirement Planning, LLC, we create retirement plans for our clients that are supported by sound income and investment strategies. We make every effort to educate our clients and to implement and execute a plan they are comfortable with.
Roman Retirement Planning revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Roman Retirement Planning has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Roman Retirement Planning has never raised funding before.
Roman Retirement Planning Tech Stack
Discover the technologies and tools that power Roman Retirement Planning's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Appointment scheduling
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Frequently asked questions
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