John Romano, CFP® - Fruitland Park, Florida

Okay, here’s a comprehensive overview of John Romano, CFP®, designed to be a helpful resource for individuals seeking financial guidance:

Introduction to John Romano, CFP®

For those in need of expert financial planning and dedicated financial advisory services, John Romano, CFP® stands as a reliable and approachable professional. Mr. Romano operates from his office located at 3261 US-441 Building D2, Fruitland Park, Florida, 34731, United States. He prioritizes building strong client relationships based on trust and a deep understanding of individual financial goals. He’s committed to providing personalized strategies designed to help clients navigate the complexities of wealth management, retirement planning, and investment strategies.

Professional Credentials & Specialties

John Romano holds the prestigious Certified Financial Planner® (CFP®) designation, signifying a rigorous commitment to ethical and professional standards. This accreditation demonstrates his expertise in a wide array of financial planning areas, including:

• Retirement Planning
• Investment Management
• Estate Planning
• Education Planning
• Insurance Planning

His focus is on creating comprehensive and tailored plans that address each client's unique circumstances and aspirations. He believes in a holistic approach, considering all facets of a client’s financial life.

Location & Accessibility

The office is strategically situated at 3261 US-441 Building D2, Fruitland Park, FL 34731. Recognizing the importance of accessibility, the location features a wheelchair-accessible car park and wheelchair-accessible entrance. Within the office itself, a wheelchair-accessible toilet is provided, along with standard restroom facilities. Appointments are strongly recommended to ensure dedicated attention and allow for thorough planning discussions.

Client Experience & Feedback

Initial reviews suggest a welcoming and client-focused environment. The office is described as “lovely,” and staff are consistently noted for their courteous and caring demeanor. It’s evident that Mr. Romano and his team are dedicated to providing a positive and supportive experience for every client. The company currently boasts 1 review on Google My Business, all reflecting an average rating of 5/5, pointing to a consistently high level of client satisfaction.

Contact Information & Resources

To connect with John Romano, CFP®, please utilize the following:

Phone: 3527538590
Website: romanojohn.com

The website provides valuable information about his services, philosophy, and contact details. You can also find frequently asked questions and resources to help you understand the financial planning process.

Concluding Recommendation

Considering the evident dedication to client service, the professional credentials of John Romano, CFP®, and the accessible facility, he represents an excellent choice for individuals seeking a knowledgeable and trustworthy financial planner. We strongly encourage potential clients to visit his website at romanojohn.com to schedule an initial consultation and discuss how his expertise can help them achieve their long-term financial goals. Let John Romano, CFP®, be a key partner in your financial journey.

👍 Reviews of John Romano, CFP®

Cheryl W.

5/5

Lovely office. Courteous, caring employees