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About Romano & Romano Financial

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. Our mission is to provide legendary client service. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Romano & Romano Financial, LLC, 1120 Welsh Rd., Suite 180, North Wales, PA 19454, 215-646-1772. This communication is strictly intended for individuals residing in the states of PA, NY, NJ, MD, AZ, CA, CO, DC, DE, FL, GA, IL, IN, MA, MN, NC. and TX. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

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