JR Romano

Financial Advisor, Business Development at TrinityPoint Wealth - Milford city, CT, US

JR Romano's Colleagues at TrinityPoint Wealth
Matthew Gallagher

Head Of Business Development

Contact Matthew Gallagher

Jana 'L''Etoile'

Partner/Chief Operating Officer

Contact Jana 'L''Etoile'

Kevin Guth

Senior Financial Advisor, Managing Director

Contact Kevin Guth

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JR Romano's Contact Details
HQ
N/A
Location
Branford, Connecticut, United States
Company
TrinityPoint Wealth
JR Romano's Company Details
TrinityPoint Wealth logo, TrinityPoint Wealth contact details

TrinityPoint Wealth

Milford city, CT, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

We are an independent investment advisory firm in Milford, Connecticut. At TrinityPoint Wealth, every client is important to us. We are not here to sell you products. Rather, as fiduciaries, we provide independent, objective financial advice in an open and transparent environment, where your best interest always come first.Our dedicated financial advisors have decades of experience serving individuals and families, defined contribution plans and institutions that include endowments, foundations and non-profits. Our highly skilled team is proactive, innovative and ready to assist you. We value the long-standing relationships we've built, and look forward to serving your financial needs and helping you achieve your goals and objectives now and in the years to come.

Investments Financial Planning Retirement Plans Fiduciary Services Insurance Long Term Care Divorce Financial Planning Executive Wealth Comprehensive Wealth Management 401k/403b/457 Plans Institutional Consulting / CIO
Details about TrinityPoint Wealth
Frequently Asked Questions about JR Romano
JR Romano currently works for TrinityPoint Wealth.
JR Romano's role at TrinityPoint Wealth is Financial Advisor, Business Development.
JR Romano's email address is ***@trinitypointwealth.com. To view JR Romano's full email address, please signup to ConnectPlex.
JR Romano works in the Investment Bank/Securities Brokerage industry.
JR Romano's colleagues at TrinityPoint Wealth are Tyler D'Amore, Matthew Gallagher, Jana 'L''Etoile', Jerilyn Shannon, Jim CIMA, Katie Tierney, Kevin Guth and others.
JR Romano's phone number is N/A
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