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Romero Financial & Insurance Services

1336 Range Avenue
Santa Rosa, CA 95401

Phone:

(707) 431-3710 Sonoma County Bar Association: (707) 230-1170

E-mail:

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Founded in 1973, Romero Financial & Insurance Services is a financial services practice committed to helping people pursue their financial goals. We offer a wide range of insurance products and services to individuals, business owners, and Associations including life, group medical, group/individual dental and vision, disability income, professional and business overhead disability, long term care insurance, and Employee Assistance Programs (EAP). Our practice maintains a refreshing and unique philosophy of consumerism, personableness, ethics, and advocacy.  

Our office provides no-cost insurance benefit/premium comparisons with reliable carriers and we are committed to securing the most competitive and viable insurance options for our clients. You can also view our Individual Dental and Vision Insurance Plans portal to receive instant quotes and/or apply online. We feel that the real value of an insurance professional is not just the sale of an insurance product, but continued claims advocacy and on-going evaluation/recommendations of your changing insurance needs. Our clients have also found our website "Learning Center" offering current and relevant newsletters, articles, calculators, and a tax library especially invaluable in a rapidly changing financial environment.

There exists innumerable online quoting services for insurance products. In making a considered choice, ask yourself whether these resources, your insurance provider, and/or insurance broker effectively supports you with your detailed and often complex questions and claims resolution.

Outlines best practices for safe peer-to-peer payment app transactions.

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Shows how high-income earners can create tax-free retirement income via workplace plans.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Explores how investment strategy changes once retirement begins.

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How much do you need to save each year to meet your long-term financial goals?

A balance sheet summarizes your assets and liabilities and reveals your net worth.

This calculator is designed to help you attach a dollar figure to your life’s work.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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