Broker Check


We create strategies that are tailored to your needs and goals.

View Videos

Contact Us

Please feel free to contact us with any questions.

Contact Us

What We Do

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Understanding Today’s Financial Environment

I’m Ruperto Roman, a financial professional in Coral Springs, FL. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 845-590-0125 or 954-800-3313.

Have a Question?

Thank you! Oops!