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Joseph A. Romano, CFP®

Romano & Romano Financial

311 Lindenwold Avenue
Ambler, PA 19002-4621
Phone: (215) 646-1772
Fax: (215) 641-9563

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

Considerations: $500,000 minimum account size

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.