About Us
Our Team
We believe that when you change a person’s financial literacy, you change their lives. Our job as financial professionals is to educate people on the basics of how money works and help them learn more so they can live better, do more, dream bigger.
In over 12 years as financial professionals, we’ve helped families achieve their financial dreams:
- Purchase Home
- Create a rainy day fund
- Save up for their kid's college
- Prepare for retirement
Carlos Roman
Meet Carlos Roman - Founder of Roman Financial Services. Licensed finance professional with the following services:
Personal Finance
Investment
Credit Repair
Financial Education
Index IUL
Index Annuity
Life Insurance
Tax Free Retirement
Real Estate
Auto Sales
Business Orientation
Iris Roman
Meet Iris Roman - Co-Founder of the company. Licensed finance professional with the following services:
Taxes - Personal & Business
Accounting
Preparation of Corporation
Credit Repair
Real Estate Accounting
Business Orientation
+1 (787) 406-2009
Phone Number
2000 Palm Beach Lakes Blvd
West Palm Beach, FL
Floor 7 Suite 701
romanfinancialsvc@gmail.com
E-mail address
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