We Build Lasting Relationships
Romero Insurance & Financial Services can provide you and your family the peace of mind in knowing that your assets and your loved ones are protected. At Romero Insurance & Financial Services, we build lasting relationships with our clients in order to develop personalized advice on the protection, security, strength, and growth that is required to ensure your future financial goals.
Individually purchased insurance products are meaningless unless they are chosen with an overall plan in mind. Our advisors are here to walk you through the big picture. As an independent agency that is licensed with most of the major carriers, our focus is on YOU – not a specific insurance or company – so that we can offer you the very best financial guidance in order to customize a complete plan that fits your unique situation. Fernando and Dave, each have more than 20 years of experience in the industry, we focus on your needs means that you and your family will benefit from a thorough and comprehensive evaluation regarding your future.
If you were a golfer and wanted to play in the Masters, would you want to have Phil Mickelson's clubs or his natural swing? All will say the swing. The same holds true with financial preparation.
Insurance companies "manufacture clubs" i.e., individual products. While most agents are trained to sell only the individual "clubs" we at Romero Insurance & Financial Services work with our clients on obtaining the perfect "swing" that will enable them to stay on the right course in achieving their financial goals.
To begin developing your perfect swing towards your ideal future, contact us today. Our agents have been serving the Tampa Bay area for over 20 years, and our office is conveniently located in the Brandon / Valrico area. We are also licensed to serve clients in several additional states, including New York, Virginia, Rhode Island, and Georgia.
Our Specialized Advisor
Our advisors can provide you with specialized advice and well planned solutions for a variety of financial goals such as:
- Providing funds for the care of a special needs loved one
- Stretching your retirement income*
- Protecting your home and other important assets
- Shielding your estate from excessive taxation
* Strech IRAs are designed for investors who will not need the money in their IRA account for their own retirement needs. Potential changes in tax laws, inflation, fees,and charges ahould be considered in an investor's decision.
Let the experience and knowledge of our professional advisors go to work for you – because at Romero Insurance & Financial Services, we specialize in helping you protect your dreams.
For Additional Information
For additional information on our advisors and on how we can help, click below: