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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.

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Offers tips to couples with opposite financial styles for finding balance.

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Guides readers through estimating a realistic retirement savings target.

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How much will it cost to pay off a loan over its lifetime?

Use this calculator to estimate how much income and savings you may need in retirement.

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

How much life insurance would you need to produce a sufficient income stream for your family?

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