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Romero Financial & Insurance Services

Phone:

(707) 431-3710 Sonoma County Bar Association "SCBA Exclusive Insurance Broker": (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.

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Describes how Roth accounts can generate tax-free retirement income.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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How Long Will Your Funds Last?

This calculator can help you determine how soon you can pay off your mortgage.

This calculator can help you determine whether you should consider converting to a Roth IRA.

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

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