For more than 31 years, Ron Romeo and his team have had the pleasure of helping clients prepare for their financial future. Like them, you can benefit from their expertise in creating a fully integrated, comprehensive plan that helps you pursue your life goals.
As independent financial advisors, we are beholding to no one company or set of recommendations; we answer only to you. So you know you’re getting truly objective, unbiased guidance in all areas, including:
- Accumulation, so your investments address your objectives and comfort level
- Retirement Planning, so you are well positioned to pursue your dreams
- Estate Planning, so you can pass on your assets to whom you choose
- Risk Management, to minimize any threats to your personal or business assets
- Business Planning, to help you manage and grow your business
- Tax Reduction Strategies, to minimize the tax burdens you face now and, in the future
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).
Ron believes in giving back and has enjoyed volunteer work in his community, church and at number of non-profit organizations.
It is not our position to offer legal or tax advice. Ron Romeo 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. Mosaic Wealth Consulting is not an affiliate of Lincoln Financial Advisors Corp.