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Business Profile

Retirement Planning Services

Romero Retirement Strategies
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(409) 722-6739Email BusinessWrite a Review

About

Overview

Romero Retirement Strategies

2901 Turtle Creek Dr Ste 415

Port Arthur, TX 77642-8182

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BBB Accreditation & Rating

Romero Retirement Strategies is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Romero Retirement Strategies, was founded by Timothy Romero, a retirement and investment specialists. 



At Romero Retirement Strategies we specialize in low risk investment strategies that are designed to be defensive during times of market volatility and opportunistic during times of growth. This strategy allows our clients to secure a worry-free retirement. We believe planning for retirement begins the day we start to work and includes investment & insurance strategies. 

BBB Accredited Since: 12/1/2011

Years in Business: 48

Products and Services

Investment Advice, Financial Planning, Retirement Planning.

Business Details

Local BBB:
Better Business Bureau in Southeast Texas
BBB File Opened:
10/5/2009
Business Started:
1/1/1978
Business Started Locally:
1/1/1978
Type of Entity:
Sole Proprietorship
Alternate Names:
Romero Insurance & Financial Services
Business Management:
Mr. Tim Romero, Owner

Additional Contact Information

Principal Contacts
Mr. Tim Romero, Owner
Customer Contacts
Mr. Tim Romero, Owner
Fax numbers
Primary Fax: (409) 722-8084
Additional Email Addresses
Primary: Email this Business
Additional Websites
romeroretirementstrategie...
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

  • Texas Department of Insurance General Lines Agent

    FINRA Series 65 License

    CERTIFIED FINANCIAL FIDUCIARY (CF2)

Additional Information

Other Resources
Texas State Board of Insurance


Phone Number: (800) 252-3439
http://www.tdi.state.tx.us
Business Categories
Retirement Planning Services, Life Insurance, Health Insurance, Investment Advisory Services, Investment Management, Investment Security, Medicare Supplements, Medicare, Long Term Care Insurance, Annuities, Disability Insurance

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