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The Romano Catalano Group - Morgan Stanley
New York, Lucas

Financing specialist
 : 
The Romano Catalano Group - Morgan Stanley

New York, Lucas

Prices

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About The Romano Catalano Group - Morgan Stanley
Professional experience
6. Title: The Romano Catalano Group - Morgan Stanley | Your Trusted Financial Partners Description: The Romano Catalano Group, located in New York City Metropolitan Area, is a dedicated team of highly skilled financial professionals at Morgan Stanley. With a focus on retirement planning, investing, and client service, we are committed to helping individuals and families achieve their financial goals. Our team is led by Roxann Romano, a Certified Plan Fiduciary Advisor and a Chartered Retirement Plans SpecialistSM. With her expertise and profound knowledge of the industry, Roxann is well-suited to serve as a Security Agenda Investment Advisor. She is dedicated to staying up-to-date on the latest trends, market shifts, and tax laws to provide clients with comprehensive retirement solutions. At The Romano Catalano Group, we understand that retirement planning is an essential part of securing a comfortable future. We specialize in assisting clients in implementing a variety of retirement solutions that adapt to their evolving financial needs. Whether it's creating individual retirement plans or strategizing for the long-term, we tailor our services to meet the unique requirements of each client. By partnering with us, you gain access to a wealth of expertise and resources offered by Morgan Stanley. With our help, you can navigate the complex world of retirement planning and investment management with confidence. Additionally, we believe that financial planning extends beyond retirement. We provide guidance in various areas, including family planning, business planning, philanthropy, and retirement for plan beneficiaries. As your trusted financial partners, we prioritize building long-lasting relationships with our clients. We take the time to listen, understand your goals, and develop personalized strategies that align with your aspirations. Our commitment to delivering exceptional client service has earned us a solid reputation in the industry. To learn more about The Romano Catalano Group and the services we offer, please visit our website at http://*information hidden*/romanocatalanogroup. We look forward to helping you achieve financial success and security. Contact us today to schedule a consultation.

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Location

New York, Lucas (50238)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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