7467 State Route 22
New Alexandria, PA 15670
Office: (724) 668-7900

Ron Romeo, ChFC®, CLU®

Photo of team member
Ron Romeo, ChFC®, CLU®

Mr. Romeo has more than 28 years’ experience in the financial services industry.  Specializing in retirement planning for individuals and small business owners, he puts his clients’ interests first in order to develop their unique financial plan.

A graduate of the Pennsylvania State University, Ron believes in the importance of continuing education and has completed course work from many industry education sources including, but not limited to, the American College in Bryn Mawr, PA, where he obtained the designations of ChFC (Chartered Financial Consultant) and CLU (Chartered Life Underwriter). 

Mr. Romeo has earned many industry distinctions, including but not limited to, the *Five Star Wealth Manager Award in 2017.  Still his client’s success is his biggest reward.

Ron believes in giving back and has enjoyed volunteer work in his community and church and at number of non-profit organizations.

*The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award.  Working with a Five Star Wealth Manager is no guarantee of investment success.  For more information go to http://bit.ly/2dVQQFc

CRN-2175248-071118

 

David Estatico is a registered representative of Lincoln Financial Advisors Corp.

Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. It is not our position to offer legal or tax advice. Mosaic Wealth Consulting is not an affiliate of Lincoln Financial Advisors Corp.  CRN-2103723-042718.

Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC). Investment advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisory. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

We are licensed to sell Insurance Products in the following states: Alabama, Arizona, Florida, Georgia, Illinois, Kentucky, New York, Maryland, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia, and Wyoming.

We are registered to sell Securities in the following states: Alabama, Arizona, Colorado, District of Columbia, Florida, Georgia, Illinois, Kentucky, Maine, Maryland, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia, and Wyoming

*Mosaic Employee Benefits is a separate entity and is not affiliated with Lincoln Financial Advisors Corp.

Not all registered representatives with our firm are able to offer advisory services.
 
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
Website Design For Financial Services Professionals | Copyright 2020 AdvisorWebsites.com. All rights reserved