Bill Romeo
Contact - Bill Romeo
Our office is conveniently located in Historic Downtown Matthews near the intersection of Highway 51 and 485, minutes from Matthews Town Hall, the Chamber of Commerce and Community Center.
2544A Plantation Center Drive
Matthews, NC 28105
Office: (704) 708-5001
Fax: (704) 708-5011
Bill Romeo, CFP®
Certified Financial Planner ™
Email: BillRomeo@RetireWithEverest.com
Maria Romeo, Office Manager
