Trusted Financial Services

Financial Solutions You Can Count On

Whether you're an individual or business owner, having a financial plan is crucial. Our dedicated team of finance professionals commit on helping anyone looking to improve their long-term success and pursue financial freedom.

Financial Strategy Services


Now, more than ever, you need a modern financial planning relationship that brings you straightforward advice to help you elevate your financial potential. We help connect the dots between key parts of your financial life so you can see what may be missing, fill in the gaps and plan for opportunities to help you build, grow, protect and preserve your wealth.

We're here to answer all of your financial planning questions.

Personal Finance

Are my personal finances missing something?

An integrated approach to finance that helps keep your finances moving forward.

Retirement Planning

How much do I need to retire?

Sophisticated strategies that can help tap into your financial potential to help meet your retirement goals.

Credit Repair

Get your credit score back on top

When your credit rating has been damaged by failing to pay bills or carrying too much debt, credit repair counseling services can help you get control of your finances and rebuild your credit.

Debt Assistance

I can't get out of debt myself

Guidance of getting out of debt

Real Estate

How do I strengthen and preserve my legacy?

A plan that helps enable you to distribute your assets to whom you want, when you want and in the way you want.

Taxes

How do I keep more of what I have earned?


Tax-efficient strategies to help preserve and elevate your wealth for personal and businesses.

Business Accounting & Bookkeeping

How do I strengthen and preserve my legacy?

A plan that helps enable you to distribute your assets to whom you want, when you want and in the way you want.

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When we do a financial analysis with our clients, we help them make decisions that align with their personal convictions. We won't only advise you in what financial vehicle is best for you, but to teach you the ways money works.

Roman Financial Services is a full-service financial wellness company based out of West Palm Beach, Florida. We offer a range of financial planning. Whether your goal is to plan for retirement at an early age, restructure your existing investment portfolio or to ensure you have enough life insurance for your loved ones, we are here to help.