TOP 10 Retirement planning consultation in Roma, Texas

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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.

Starr County Teachers Fed CU is a trusted institution located at 801 Garcia Street in Roma, Texas, United States. Specializing in accounting and finance services, this credit union is dedicated to serving the financial needs of teachers in Starr County. With a focus on providing personalized and reliable financial solutions, Starr County Teachers Fed CU is committed to helping educators achieve their financial goals. Visit them today for expert advice and top-notch service.