TOP 30 Financial advisory in Roma, Texas

2 results found

Merrill Lynch Financial Advisor Michael Roma is a finance institution located at 15375 Memorial Drive, Houston, Texas, United States. The RG Group, which runs the institution, values building strong relationships through teamwork and involvement, providing financial advice and guidance with access to global investment capabilities and banking services from Bank of America. The institution's mission is to understand each client's unique needs and goals, creating personalized financial plans to help manage investment risk and pursue financial objectives. Through the Investment Personality Assessment, the institution gains insights into clients' investing preferences to customize financial strategies. The institution's team, recognized by Forbes, offers personalized service and advice to help clients achieve their long-term financial goals. With a focus on understanding clients' priorities and goals, the institution helps clients stay on track through life's changes and market fluctuations. Certified by the CFP Board, the institution provides personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.

Lorena’s Notary Public & Income Tax Service is a trusted finance institution located at 2701 U.S. 83 in Roma, Texas. With a focus on providing professional notary public services and expert income tax assistance, Lorena’s is dedicated to helping individuals and businesses navigate their financial needs with ease and efficiency. Whether you need documents notarized or assistance with tax preparation, Lorena’s knowledgeable staff is here to provide personalized service and reliable guidance. Trust Lorena’s Notary Public & Income Tax Service for all your financial needs in the Roma area.