John Romano CFP® provides investment management and financial planning services for retirees;
I’ve spent 29 years immersed in the business of helping retirees.
I educate retirees through a number of tools:
- Seminars
- Email newsletters
- In office consultations
I utilize a number of products, such as:
- CDs
- Annuities
- Bonds
- REIT’s
- Roth IRA, Traditional IRA, SEP etc.
- Common, preferred Stock
- Mutual Funds
We also offer other types of investment tools not listed here
to assist our clients in the development of their income portfolios.
I invite you to stop by our Lady Lake office:
305 Skyline Drive Suite 3
Lady Lake FL 32159
1-352-753-8590 or Fax: 1-352-205-8591
(Located just south of The Villages)
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