Romero & Levin Wealth Management

I really can’t say enough about them. They have made the stressful transition into Obama Care much easier by adjusting my health insurance so my rates didn’t skyrocket. And when the plan they put me on was going to raise my rates, Greg contacted me and had me switch plans again, saving me several hundred dollars. I’ve also used them for financial consulting/​management and their advice has been top notch every time. I didn’t plan on getting life insurance but since I was so well taken care of with health insurance/​financial planning, I’ve brought them on board to work on a life policy as well. I know that I’m in excellent hands and would recommend them to anyone with complex financial planning/​health insurance needs without any reservation. 10 stars!

As a small business owner, I was introduced to the Romero & Levin Wealth Management to administrate my retirement fund. Not only was everything explained to me clearly and smart investments made on my behalf, but Romero & Levin also ‘keeps in touch’ with investment updates creating that ‘personal’ touch, and is always available to answer any questions. We highly recommend their services to all reviewing this post.
Thank you Greg and Dan!

Dan has been my personal financial planner for only about 4 months, but I am really happy with our choice. He answers calls/​emails quickly and is prompt with depositing our transfered funds. When we had our consultation I knew my future husband and I should put our money in his hands (and mind). I am definitely glad we are working with him at our young age of 30 and into the future. We both recommend him to all of our friends searching for a financial planner as well as try to convince our friends with planners already to switch.

Dan Romero has been my financial consultant for a few years now. He’s a great guy in general and always makes me feel like my money is in capable hands. Great service and great attitude. I highly recommend him to anyone looking for a trustworthy consultant. (I recommend him to my friends all the time!)

Dan and his staff are Experts in their field. We totally trust them with our future assets. Hightly reconmended…
Larry harrison

«If you’re looking for a financial consultant that tirelessly works to maximize your satisfaction, Daniel Romero is the man for you. Over the last few years he has worked diligently in making sure I have invested in areas that are the best for my situation. No one can guarantee that you will not see short-​term losses, but I know with Dan at the wheel my financial future is headed where I want it to go. If you’re looking for someone who’s not only intelligent but creative in helping you make the most of your money Daniel Romero is an excellent choice for your financial consultant.»