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  2. Contact - Bill Romeo

Bill Romeo

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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.

 

501 W. John St.
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

Email: MariaRomeo@RetirewithEverest.com

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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 - TX
Bill - CA, NC, NJ, SC
Jim - NJ, NY, PA, SC, UT, VT
Randy - CO, IN, KY, MI, SC, TX

For investment advisory services theses states include:
Arturo - TX
Bill - CA, NC, NJ, SC
Jim - NJ
Randy - KY, 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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