Founded in 1973, Romero Financial & Insurance Services is a financial services practice committed to helping people pursue their financial goals. We offer a wide range of insurance products and services to individuals, business owners, and Associations including life, medical, dental, vision, disability, long term care insurance, and fixed annuities.

Our practice maintains a refreshing and unique philosophy of consumerism, personableness, ethics, and advocacy. With the passage of the Federal Affordable Care Act (ACA) and implementation of Covered California, we determined that a Resource Center was desirable and timely.

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Our Services Report

While developing a customized financial program, we can walk you through a step-by-step process to help make you feel more confident in your decisions. Once your goals have been established, we can customize appropriate strategies to suit your vision and objectives.

Our Mission Statement Report

Today, the consumer is confronted with a myriad of complex health insurance issues; be it evaluating new insurance products or understanding the new Affordable Care Act. As independent brokers, our office is committed to securing the most competitive and viable health insurance options for our clients.

Our Qualifications Report

We have been working with individuals, businesses, professional Associations, and sovereign governments in California for 40 years. Our principals are located in our San Francisco Bay Area and Sonoma County Regional offices. We have business affiliations with a number of financial and insurance services offices throughout the State of California; indeed all 50 States.

Redwood Empire Health Reform Resource Center Report

With the passage of the Federal Affordable Care Act (ACA) and implementation of Covered California (California Health Exchange), we determined that a Resource Center for our clients and both Chamber individuals and businesses was desirable and timely. In going over the below material, please do not hesitate to contact our office with any questions or concerns. Beyond that, a Reconciliation Bill (the Health Care and Education Reconciliation Act) has subsequently been passed and signed by the President.

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