MJ "Buddy" Romero, CLU®, ChFC®, CASL®, RICP®, WMCP®

Wealth Management Advisor

As a Northwestern Mutual Wealth Management Advisor, I use a financial planning process to help people create financial security for themselves, their families and their businesses.  In all situations I will make recommendations which I would do for myself and my family if faced with a similar situation.  By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service I would expect for myself.

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck