Roman Janos, CFP®, AEP®, ChFC®, RICP® - Gainesville, Florida

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Roman Janos, CFP®, AEP®, ChFC®, RICP® – Your Trusted Financial Partner

For individuals and families seeking comprehensive and personalized financial planning solutions, Roman Janos stands out as a highly respected and experienced professional. Mr. Janos operates from his office located at 4965 NW 8th Ave STE A, Gainesville, FL 32605, and can be reached by phone at 3528533. His website, romanjanos.com, offers a wealth of resources and further details about his services.

Roman Janos holds several prestigious designations, including Certified Financial Planner (CFP®), Accredited Estate Planner (AEP®), Chartered Financial Consultant (ChFC®), and Retirement Income Certified Professional (RICP®). These credentials demonstrate a commitment to upholding the highest standards of professional competence and ethical conduct. They signify that Mr. Janos has undergone rigorous training and examination, and continuously updates his knowledge to provide clients with the most current and effective strategies.

Specialties and Services

• Financial Planning: Mr. Janos specializes in developing tailored financial plans encompassing retirement planning, investment strategies, estate planning, and risk management.
• Financial Consultant: He provides expert guidance on a wide range of financial matters, helping clients make informed decisions about their money.
• Insurance Broker: As an insurance broker, Roman assists clients in securing appropriate life, disability, and other insurance coverage to protect their assets and loved ones.
• Investment Service: He offers comprehensive investment services, including portfolio management and asset allocation.
• Life Insurance Agency: Roman’s agency focuses on helping clients understand and utilize the benefits of life insurance.

Accessibility and Client Experience

Mr. Janos is committed to making his services accessible to all clients. His office features a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. He also provides a general restroom for all visitors. Appointments are highly recommended to ensure adequate time for personalized consultation. Currently, the company boasts 14 reviews on Google My Business with an impressive average opinion of 5/5, reflecting a consistently positive client experience.

Key Information for Prospective Clients

| Feature | Details |
|--------------------|-----------------------------|
| Location | 4965 NW 8th Ave STE A, Gainesville, FL 32605 |
| Phone | 3528533 |
| Website | romanjanos.com |
| Designations | CFP®, AEP®, ChFC®, RICP® |
| Average Rating | 5/5 (Google My Business) |

Ultimately, Roman Janos offers a blend of deep expertise, a client-centered approach, and a dedication to accessibility. His combined qualifications and experience provide clients with the confidence to navigate the complexities of their financial future.

We strongly recommend visiting his website at romanjanos.com to schedule a consultation and discuss your specific financial goals. Let Roman Janos help you build a secure and prosperous tomorrow

👍 Reviews of Roman Janos, CFP®, AEP®, ChFC®, RICP®

Alora H.

5/5

I, like many approaching retirement, had not done much in the way of financial planning until a few years prior to my drop time with my employer.
Roman Janos was referred to me by my trusted legal advisor, and my husband and I have been extremely comfortable with our choice of Roman as our financial adviser/ planner from our first meeting.
He is thorough, gives much of his time, when he can tell that you need clarity on an item, and can be trusted to keep your best interest in mind, when it comes to investing your money.
We never feel pressured or anxious about his advice. His explanations make sense and leave us with confidence in how our finances are being managed. Very glad that he was recommended to us. Our financial future is in good hands.

Mohammad A.

5/5

I started working with Roman in 2020. I gave him 5 stars but if I could give him more I would. Roman is very knowledgeable when it comes to getting your finances on point. He is very organized, knowledgeable, and has solutions that fit and align with your financial goals and beliefs. He is always available for meeting, flexible, and easy to get in touch with. I am looking forward to continuing working with him for years to come. I recommend without hesitation.

Robin F.

5/5

I've been with Northwestern Mutual for over 12 years, and Roman has handled my account for the past 7 years. He is knowledgeable, professional and listens to the client. I've been particularly impressed not only with Roman's insights into the market, but also with his accessibility. I've never had a question or request that he has not responded to with immediacy. He is collaborative, and I've been very pleased with his attention and care of my retirement account. I highly recommend him.

Lynn L.

5/5

I started to work with Roman in February 2023 to get our too- numerous financial accounts more streamlined, as my husband and I are well into our retirement years. Roman goes above and beyond to help you first articulate your financial goals, and then to help you meet them. I used to dread calling or visiting different financial institutions' websites, each of the latter different and some very confusing. It's just not how I want to spend my time. I enjoy meeting with Roman. He is very good at explaining financial jargon, and has helped me considerably in overcoming my avoidance of working with other financial representatives. He is highly professional and personable, and I highly recommend him.

Adam M.

5/5

We have been working with Roman for over a decade now and have only positive things to say. He has helped us with a comprehensive financial plan providing insight into our future needs with far more foresight than we had been able to muster. I recommend him without reservation.

Frank H.

5/5

Roman has supported our business with financial planning and guidance for many years. He has assisted the business owners and employees with their retirement and other savings plans. Roman has a knack for making complex things sound more reasonable and attainable. We're happy to continue working together!

Christopher J.

5/5

Roman is the consummate professional – a thorough, knowledgeable, and trustworthy advisor who upholds fiduciary standards and has consistently provided a patient listening ear, timely communications, thoughtful recommendations, and detailed follow up. We strongly recommend him.

Mark B.

5/5

Roman has been looking after me and therefore my family for many years. I have enjoyed working with him and he has helped me build a solid financial platform for my future.