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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
36"
Career Experience
2"
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
  • Treasurer of FeedMore of WNY
  • Past President of the Estate Analyst of WNY, Current Member

Disclaimer

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Wealth Advisors Network, Inc., a Registered Investment Advisor. Wealth Advisors Network, Inc. and Cambridge are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CO, FL, ME, NJ, NY, SC, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Meet the rest of the team