Broker Check

BILL ROMEO

WELCOME TO EVEREST RETIREMENT PLANNERS OF MATTHEWS, NC

Bill and Maria are originally from New Jersey, came to Charlotte in 1996, and started their practice in 2006.  Soon after opening, Bill received the CFP®  credential and has been helping retirees and pre-retirees successfully retire in confidence ever since.

 

 

We try not to be "all things to all people" but rather "all things to some people." Those whom which we are aligned have developed a relationship with us to last a lifetime that spans generations.

Matthews Office Team Members

Bill Romeo, CFP®

Certified Financial Plannerâ„¢

704-708-5001

704-708-5011

BillRomeo@RetireWithEverest.com

Bill Romeo is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and the owner of the Matthews office of Everest Retirement Planners. He obtained the CERTIFIED FINANCIAL PLANNER™ certification from The American College of Financial...

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Maria Romeo

Office Manager & Medicare Specialist

704-708-5001

704-708-5011

MariaRomeo@RetirewithEverest.com

Maria is the Office Manager of the Matthews office. Married to Bill, she has been at his side, assisting since the inception of their practice. Maria oversees the successful operations of the office and is intimately involved in client...

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Emma Conder

First Impressions Coordinator

704.708.5001

704.708.5011

admin@retirewitheverest.com

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Matthews Office Events

Matthews Office Events

Join Bill at events where he shares information to help boost your confidence as you plan for your future! We host events regularly and would love to see you and your guests there! 

Location

2544A Plantation Center Drive
Matthews, NC 28105


Near the intersection of Weddington Road and McKee Road; across the street from the Brace Family YMCA.

Phone

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

Email

Bill Romeo, CFP®

BillRomeo@RetireWithEverest.com

 

Maria Romeo, Office Manager

MariaRomeo@RetirewithEverest.com


Emma Conder, First Impression Coordinator

Admin@RetirewithEverest.com

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