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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.

Explains importance of rare-earth minerals and their role in technology and security.

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Shows how combining small-, mid- and large-cap funds enhances diversification.

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Shows when coverage may still make sense for retirees.

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Analyzes the Fed's trade-offs between employment and inflation concerns.

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Knowing your likely life expectancy is an important factor in making long-term financial plans.

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

Will you be able to afford nursing home care?

Determine whether you should consider refinancing your mortgage.

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