Personal Client Services

We love staying in touch. You can meet with us in person, over the phone, or virtually, whatever works best for you. Clients also enjoy educational webinars, client appreciation events, and monthly newsletters designed to keep you informed and connected.

How can I meet with you?

Meet with us in person at our Fort Lauderdale office, by phone, or by video, whichever is most convenient. Many clients mix and match depending on their schedule.

Who will I work with?

You work directly with Carlos Romero and Alexis Neiman. You will know who to call and you will hear back from someone who knows you and your plan.

How often will we talk?

We schedule regular reviews based on your needs and preferences, and we reach out when something important comes up. You are always welcome to contact us between meetings with questions.

What events and resources do you offer?

Clients are invited to educational webinars, client appreciation events, and receive monthly newsletters covering financial topics and market updates in plain language.

How do I access my accounts online?

Clients can view account information through our client portals, available from the Client Portal menu on our website. If you need help logging in, just reach out.

Get started

Talk with Carlos or Alexis: email cromero@romeroinvestment.com or aromero@romeroinvestment.com, or call (561) 350-7156. Office: 5310 NW 33rd Ave, Suite 206, Fort Lauderdale, FL 33309. Meet in person, by phone, or virtually.

Disclosure
Securities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC, and a registered investment advisor. Insurance services are offered through Romero Investment Management, which is not affiliated with Osaic Wealth, Inc. Neither Osaic Wealth, Inc., nor its representatives provide legal or tax advice. If legal or tax advice or other expert assistance is required, the services of a currently practicing professional should be sought. Investing involves risk, including possible loss of principal.