About Us
Our Team
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
With over 20 years of experience in finance, I am dedicated to helping individuals meet their financial needs by developing investment plans and retirement plans around their long-term goals and risk tolerance. My extensive experience – throughout major shifts in the markets – enables me to help my clients structure balanced portfolios to address their specific financial goals..
Iris Roman
With over 20 years of experience in finance, I am dedicated to helping individuals meet their financial needs by developing investment plans and retirement plans around their long-term goals and risk tolerance. My extensive experience – throughout major shifts in the markets – enables me to help my clients structure balanced portfolios to address their specific financial goals..
WHY CHOOSE US
A Team You Can Trust
Visit our Location
250 Main Street, New York
Give us a Call
+ (12) 123 - 556 - 7890
Send us a Message
About Us
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Our Services
Financial Planning
Investment Management
Retirement Planning
Insurance Planning
Business Planning
Opening Hours
Monday - 07:00-17:00
Tuesday - 07:00-17:00
Wednesday - 07:00-17:00
Thursday - 07:00-17:00
Friday - 07:00-17:00
Sunday - CLOSED