Address: 19 Church Hill Road Newtown, CT 06470
Owner: Bryan Roth
Main Contact: Bryan Roth
Business Phone Number: 203-426-7826
Business Contact Email:
Business Website Address:
Long Business Description:

We serve individual investors and business owners, on a very personal basis. Helping them reach there long term financial goals.

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Mary Jo Romano, RFC®, CRPC® Financial Planner
Address: 110 Meadow Brook Rd.
Oxford, CT 06478
Main Contact: Mary Jo Romano
Business Phone Number: 203-257-9208
Business Website Address:
Short Business Description: Fee-based retirement planning, estate planning and asset management services.
Long Business Description:

Mary Jo Romano has been working with individuals and businesses to bring creative solutions and unbiased advice to her clients since 1992. She started her own practice as an independent investment advisor in 2006 to focus solely on her clients without any obligation to sell proprietary products or uphold a corporate agenda.

She received her MBA from Sacred Heart University in Fairfield, CT and her BA from Western Connecticut State University in Danbury, CT. She holds multiple FINRA Registrations Series 7-General Securities Representative, Series 6-Investment Company/Variable Contracts Representative, Series 63-Uniform Securities Agent State Law & Series 65 -UniformInvestment Advisor as well as two professional designations. She obtained theRFC (Registered Financial Consultant) designation from the International Association of Registered Financial Consultants after receiving a Certificate in Financial Planning from Kaplan College and she obtained the CRPC (Chartered Retirement Planning Consultant) designation granted by the American College for Financial Planning. Both designations require ongoing continuing education credits. She is certified in the Connecticut Partnership for Long Term Care and is licensed in Life andHealth Insurance policies. She is registered in Connecticut and New York for both securities and insurance.

Mary Jo is a member of the Greater Valley Chamber of Commerce and their Women in Networking Group in Shelton, CT. She is also a member of the Newtown Chamber of Commerce and their Power Network Group in Newtown, CT. She lives in Oxford, CT with her husband and two sons.

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Member Since: Feb. 2011