Broker Check

CONTACT  |  WILLIAM ROMEO

PHONE

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

LOCATION

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


2544A Plantation Center Drive
Matthews, NC 28105

EMAIL

Bill Romeo, CFP®

Certified Financial Planner™

Email: BillRomeo@RetireWithEverest.com


Maria Romeo, Office Manager

Email: MariaRomeo@RetirewithEverest.com


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