How can we help?

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Where to find us

726 Exchange Street, Suite 822
Buffalo, NY 14210
Phone: 716-854-5034
Fax: 716-854-7195

Robert W. Romeo

Financial Advisor

Robert W. Romeo

Financial Advisor

716-854-5034 ext. 101
30"
Career Experience
1"
Tenure at BS&P
Education and Training
  • B.A. from SUNY Buffalo
  • Masters of Science from the College of Financial Planning
Industry and service specialties
  • Financial planning and investment management for high net worth individuals and business owners
  • 401-(k)/pension plan administration
  • Trust and investment management services
Credentials/Designations
  • CFP®
Community Involvement
  • Active member and former Vice Chair of Meals on Wheels Foundation for WNY
  • Past President of the Estate Analyst of WNY, Current Member

Meet the rest of the team