Michael Roman
Financial Advising
Why pick this one
Michael Roman accepts clients of all asset levels and offers specialized strategies for entrepreneurs and business owners in Gastonia.
Best for
- entrepreneurs seeking business retirement plans
- clients needing estate and legacy strategies
Look elsewhere if
- individuals looking for budget-oriented financial services
- clients outside the Gastonia area
Specialties
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Portfolio Reviews
- Special Needs Financial Considerations
- Government Employees
What makes them different
- Accepting new clients
- Serving clients of all asset levels
- Serves
- Gastonia
Distilled from this business's own website.
Contact & Location
- Address
- 360 W Main Ave, Gastonia, NC 28052
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- michael.roman@edwardjones.com
Services
- financial advising