Antonio Rodriguez10 days agoFrom
Going to Roman has helped me realize what steps I need to take to accomplish my retirement goals/plans. He creates a profile tailored to your situation and goals. He’s very responsive to your needs and situation and let’s you know what’s the best way to work with him. I never realized the benefit of using a financial advisor until I sat down and talked to Roman. I like that I can speak to him at any moment, he’s a call away.
Ilene Risley10 days agoFrom
Roman was patient and kind. He never made me feel like I was dumb when it came to financial understanding. If he needed to show again or explain in a different way again he would without any frustration. He used good story’s to help me understand. He was always honest about what he could and couldn’t do for me and my financial future, but always optimistic which I really appreciated. He is very sincere and once again patient which gave me the clue I had the right financial advisor for my needs and future goals. I highly recommend Roman Kisz.
