Romero & Levin Insurance Services
Insurance - Santa Ana, California, United States
Romero & Levin Insurance Services Employees
Romero & Levin Insurance Services Senior Management
Romero & Levin Insurance Services Details
We are a boutique insurance firm specializing in group benefits for large employers as well as advanced estate planning for high net worth, high income individuals. Through years of experience and a hands on approach we are able to offer superior knowledge and service to both individuals and corporate executives. Having a team of CFP's allows us to take an overview of our clients' situation and tailor the proper benefits accordingly. We have cultivated fantastic relationships with carriers throughout the country which ensures we bring the best rates and benefits to our clients. The benefit world changes rapidly and having a pro by your side protects your interests, values, and assets.
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