Robert W. Romeo

Wealth Management Advisor

Robert W. Romeo

Wealth Management Advisor

716-854-5034 ext. 101

rwr@bspcpa.com

40"

Career Experience

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

Certified Financial Planner®
Certified Exit Planner Advisor®

Community Involvement

Board Member & Treasurer of FeedMore of WNY
Financial Services Advisory Board-Community Foundation of Greater Buffalo

Disclaimer

BS&P Wealth Management is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. OSJ: 300 Corporate Parkway, Suite 216N, Amherst, NY 14226. Phone: (716) 852-1321.