Glenn J Romer Wealth Management And Tax Advisory
New
Offers online services
New
Offers online services
About
We take the necessary time to understand each of our clients unique desires, goals, and circumstances, so we may properly employ the best financial strategy to each individual.
Helping clients obtain their desired retirement lifestyle and properly positioning their estate to avoid probate.
Highlights
Hired 1 time
3 employees
22 years in business
Serves Vero Beach , FL
Offers online services
No reviews (yet)
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Frequently asked questions
What is your typical process for working with a new customer?
Financial and estate review, (including review legal documents/beneficiary's), portfolio risk assessment, if needed make recommendations for improvement.
Services offered
Financial Services And Planning