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Contact

Contact an Everest Retirement Planners affiliate today to sign up for an event or schedule your complimentary consultation.

 

Rockaway, NJ

Jim Baadshaug

Email: JimBaadshaug@RetireWithEverest.com

549 West Main Street
Rockaway, NJ 07866

Office: (973) 586-6558
Fax: (973) 983-0671

 

 

San Antonio, TX

Arturo Burgueno

Email: ArturoBurgueno@RetireWithEverest.com

18756 Stone Oak Parkway, Suite 200
San Antonio, TX 78258

Office: (210) 998-5560
Fax: (210) 998-5559

 

Louisville, KY

Randy Deaton

Email: RandyDeaton@RetireWithEverest.com

119 S. Sherrin Ave. #110
Louisville, KY 40207

Office: (502) 897-0021
Cell: (502) 386-4843
Fax: (888) 715-3131

 

Matthews, NC

Bill Romeo, CFP®

Email: BillRomeo@RetireWithEverest.com

501 W. John St.
Matthews, NC 28105

Office: (704) 708-5001
Fax: (704) 708-5011

 

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Jim Baadshaug
549 West Main Street
Rockaway, NJ 07866
Office: (973) 586-6558
Arturo Burgueno
18756 Stone Oak Parkway
Suite 200
San Antonio, TX 78258
Office: (210) 998-5560
Randy Deaton
119 S. Sherrin Ave. #110
Louisville, KY 40207
Office: (502) 897-0021
Bill Romeo, CFP®
501 W. John St.
Matthews, NC 28105
Office: (704) 708-5001

Plan First, Invest Second is a registered trademark of USA Financial Media.

Arturo Burgueno, William (Bill) Romeo, Jim Baadshaug, and Randy Deaton are investment advisor representatives of, and securities and advisory services are offered through USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Everest Retirement Planners and Everest Financial Network are not affiliated with USA Financial Securities.

Arturo Burgueno, William (Bill) Romeo, Jim Baadshaug, and Randy Deaton are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include:
Arturo - TN; TX
Bill - CA; NC; NJ; SC
Jim - NJ; NY; SC; UT; VT
Randy - CO; IN; KY; MI; SC; TX

For investment advisory services theses states include:
Arturo - TX
Bill - CA; MA; NC; NJ; SC
Jim - NJ; PA
Randy - KY; OH; TX; WI

Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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