Susan Roman, CFP
Roman Retirement Planning, LLC
Certified Financial Planner in Mashpee, MA
http://www.romanretirementplanning.com
Address:35C South St
Mashpee, MA 02649
About Susan Roman
Susan Roman is a financial professional at Roman Retirement Planning, LLC located in Mashpee, Massachusetts. Susan Roman holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Susan Roman provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Susan Roman35C South St
Mashpee, MA 02649
Phone Number:
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Website:
http://www.romanretirementplanning.com
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