Available Services

Investment Education

Learning where and how to better to grow your wealth over time. Things to consider:

The High Cost of Waiting

https://youtu.be/bGZRJ0cqx0A

The Power of Compound Interest

https://youtu.be/Err0bOaxbLM

Want to learn more? Click here and Let's talk

Retirement Planning

Developing a strategy for saving and investing to support a comfortable retirement. Everyone can save with the right mindset.

Pay Yourself First

https://youtu.be/6kvoeGQHY4E

More info - Need Help!!

Income Protection

Understanding the necessity and correct method of properly protecting your income. Why is the Theory of Decreasing Responsibility Important.

https://youtu.be/PYqBMwu8GKI?si=fr1tKd3X8fTwiwcr

More info - Yes Please!

Debt Elimination

Want a custom taylored, individualized plan to get out of debt so you can accelerate geting to the life you deserve! Let's get together and make this happen!!

More info

Business Opportunity

We’re expanding!

Do you have a knack for problem solving? Here at @Primerica, we help solve some of people's most pressing financial problems.

Contact me to learn more about the #Primerica business opportunity!

I've been looking - more information please

Useful Information

A collection of simple to read articles I have written over time covering information relative to the services I can provide.

click here to access - it's FREE!

Testimonials

After engaging the services of Louis Romero, I have been able to take control of my finances. They provided me with a comprehensive financial plan tailored to my needs and goals, giving me the tools and knowledge needed to make informed decisions. Their level of expertise and customer service is top-notch and I would highly recommend their services!

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I had no idea that financial planning was such a complex process. I was fortunate enough to find Louis. He explained everything in such a clear and concise manner that I felt I was in great hands. With Louis's help, I was able to create a plan that I knew would give me a good chance of reaching my financial goals. I am very thankful for the help he gave me.

- Alexia Clark

Louis, who I have known since childhood, has been extremely helpful for us organizing our finances. Not only did he educate me on getting the right type of life insurance (replacing my previous cash value policy), but he also set up 529 college savings plans for my twins. Finally, he just helped my mother get a much better investment option for her money.

- Gerry & Lydia Quintana

Louis took the time to review our finances and put together a term life plan for our family. He also helped guide us with our investments(mutual funds/ 403B). He always made himself available to get on a call or emailed us with any questions or concerns we had. We have since recommended Louis to our family and friends. We would give him a rating of 10 out of 10!"

- Dan & Jen Suarez

Louis was very patient with me, explaining why I had made a slight mistake in choosing my life insurance policy. He was very detailed. Additionally, he showed on how I could maximize the money I saved by getting the correct policy and putting it to work more efficiently for me, which was my original intent in the first place. 5 stars!!

- Jose & Danielle Andion

Louis, a life long friend, reviewed my 401k account from the school system and made adjustments which have made some marketable improvements. Additionally, he reviewed my life insurance policy to ensure we had the right amount of coverage for our family.

- Jorge & Christina Vital

Louis with very helpful in helping me and my wife understand my current investments. He took his time in explaining what I had and showed me some much better options for my long -term goals. I highly recommend sitting with him!

- Alex & Lourdes Torres

I had no idea that financial planning was such a complex process. I was fortunate enough to find Louis. He explained everything in such a clear and concise manner that I felt I was in great hands. With Louis's help, I was able to create a plan that I knew would give me a good chance of reaching my financial goals. I am very thankful for the help he gave me.

- Alexia Clark

Louis, who I have known since childhood, has been extremely helpful for us organizing our finances. Not only did he educate me on getting the right type of life insurance (replacing my previous cash value policy), but he also set up 529 college savings plans for my twins. Finally, he just helped my mother get a much better investment option for her money.

- Gerry & Lydia Quintana

Louis took the time to review our finances and put together a term life plan for our family. He also helped guide us with our investments(mutual funds/ 403B). He always made himself available to get on a call or emailed us with any questions or concerns we had. We have since recommended Louis to our family and friends. We would give him a rating of 10 out of 10!"

- Dan & Jen Suarez

Louis was very patient with me, explaining why I had made a slight mistake in choosing my life insurance policy. He was very detailed. Additionally, he showed on how I could maximize the money I saved by getting the correct policy and putting it to work more efficiently for me, which was my original intent in the first place. 5 stars!!

- Jose & Danielle Andion

Louis, a life long friend, reviewed my 401k account from the school system and made adjustments which have made some marketable improvements. Additionally, he reviewed my life insurance policy to ensure we had the right amount of coverage for our family.

- Jorge & Christina Vital

Louis with very helpful in helping me and my wife understand my current investments. He took his time in explaining what I had and showed me some much better options for my long -term goals. I highly recommend sitting with him!

- Alex & Lourdes Torres

I had no idea that financial planning was such a complex process. I was fortunate enough to find Louis. He explained everything in such a clear and concise manner that I felt I was in great hands. With Louis's help, I was able to create a plan that I knew would give me a good chance of reaching my financial goals. I am very thankful for the help he gave me.

- Alexia Clark

Louis, who I have known since childhood, has been extremely helpful for us organizing our finances. Not only did he educate me on getting the right type of life insurance (replacing my previous cash value policy), but he also set up 529 college savings plans for my twins. Finally, he just helped my mother get a much better investment option for her money.

- Gerry & Lydia Quintana

Louis took the time to review our finances and put together a term life plan for our family. He also helped guide us with our investments(mutual funds/ 403B). He always made himself available to get on a call or emailed us with any questions or concerns we had. We have since recommended Louis to our family and friends. We would give him a rating of 10 out of 10!"

- Dan & Jen Suarez

Louis was very patient with me, explaining why I had made a slight mistake in choosing my life insurance policy. He was very detailed. Additionally, he showed on how I could maximize the money I saved by getting the correct policy and putting it to work more efficiently for me, which was my original intent in the first place. 5 stars!!

- Jose & Danielle Andion

Louis, a life long friend, reviewed my 401k account from the school system and made adjustments which have made some marketable improvements. Additionally, he reviewed my life insurance policy to ensure we had the right amount of coverage for our family.

- Jorge & Christina Vital

Louis with very helpful in helping me and my wife understand my current investments. He took his time in explaining what I had and showed me some much better options for my long -term goals. I highly recommend sitting with him!

- Alex & Lourdes Torres

Louis Romero

PFS Investments Inc. Registered Representative Series 6 & 63

Louis A Romero FINRA's BrokerCheck

Life Insurance Representative - Florida, Georgia, North Carolina, Texas, Colorado and New York

Mortgage Loans - Florida

Comprehensive financial plans

Secure investments

Expert advice

Louis Romero - Primerica

Contact me for guidance on all of your financial service needs.