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    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

Contact | Bill Romeo

Phone

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

 

Email

Bill Romeo, CFP®

Certified Financial Planner™

Email: BillRomeo@RetireWithEverest.com

 

Maria Romeo, Office Manager

Email: MariaRomeo@RetirewithEverest.com

Location

Our office is conveniently located in  Matthews, NC near the intersection of Weddington Rd and McKee Rd across the street from the Brace Family YMCA. 

2544A Plantation Center Drive
Matthews, NC 28105

 

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Contact Info

Jim Baadshaug
549 West Main Street
Rockaway, NJ 07866
Office: (973) 586-6558

 

Arturo Burgueno
18756 Stone Oak Pkwy #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®
2544A Plantation Center Drive
Matthews, NC 28105
Office: (704) 708-5001

Get In Touch

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

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;SC;UT;VT
Randy - CO;IN;KY;MI;SC;TX

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