Testimonials

"You both have helped me GREATLY through my retirement transition.  What a comfort to know I have two such caring and efficient professionals to guide me. I am so grateful."

- Barbara Fackiner

"I consider Dan's work to be exemplary in every aspect. Quite simply, Dan gets it. Thoughtful listening, attention to the market, creative input, and a wealth of information. I would highly recommend Dan to any person seeking sound financial guidance with integrity."    

- Alex Sebens

"Dan Romero has been my financial consultant for a few years now. He's a great guy in general and always makes me feel like my money is in capable hands. Great service and great attitude. I highly recommend him to anyone looking for a trustworthy consultant. (I recommend him to my friends all the time!)"    

- Charlotte-Ann Riffey

"Daniel S. Romero has the highest of standards he is very trustworthy and takes the time to meet with me to explain strategies for how to grow my financial portfolio for my best interest."    

- John Davis

"At important moments in my life's path, Daniel has shown me a genuine concern and knowledgeable wisdom for financial options that will serve my eventual retirement best. Highly educated, honest and forthright, I've found Dan an inspiration during tough economic periods and responsibly creative during periods of abundance. Most simply put, when it's time for your financial plan, you need look no further than Daniel Romero."    

- Jim Merritt

"I have been working with Dan and his team of professionals for 5 years now, and I can only make the highest recommendation for him. Dan is very detailed and extremely knowledgeable about his industry and profession. He is down to earth and takes the time to educate his clients about their finances, investments, and truly has their best interests in mind. Dan has proven systems in place that allows him to specialize with retirees, providing the support and assurance that their "golden years," will be just that!"    

- Lisa McDennon

"If you're looking for a financial consultant that tirelessly works to maximize your satisifcation, Daniel Romero is the man for you. Over the last few years he has worked diligently in making sure I have invested in areas that promote the best financial results. No one can guarantee that you will not see short-term losses, but I know with Dan at the wheel my financial future is headed where I want it to go. If you’re looking for someone who’s not only intelligent but creative in making sure you make the most of your money Daniel Romero is an excellent choice for your financial professional."    

- Bruce Wonderlick

"Dan is an incredible individual. He displays the highest integrity, and offers great follow up. He is truly focused of providing the highest caliber of professionalism and attention to detail. I would highly recommend his service!” ."    

- Jeff Simons

"Daniel was highly recommended from several sources on his excellent abilities to help educate, manage and build my financial portofolio. I decided to use Daniel as my financial professional and found that his reputation is truely an accuate depiction of his services. I would highly recommend Daniel to all of my friends, family and co-workers for investment planning and retirement. Thank you Dan for easing my mind and managing my finances!."    

- Christina Carter

"My company and my personal assets are handled by Daniel and have been for approximately 8 years. With the economy changes in the last 8 years, there is no one I trust more with my financial needs. I highly recommend Daniel to all my friends, family and business associates. Romero & Levin Wealth Management is the most professional, trustworthy business establishment I have ever worked with ."    

- Gary Arch

"Dan has been my financial consultant for the past 5+ years.  He is very professional, knowledgeable, and has my families best interest in mind.  He is forward thinking and thus far he has been way ahead of the curve.

I recommend all my clients to him without any hesitation.  I know he has their best interests in mind!

Thanks for all that you and your staff at Romero & Levin Wealth Management do for myself & my family."    

- Ed Simons

" Especially in tough times, you need sound guidance from a solid conservative voice that also has the youth and creativity to maximize the investments he is handling. I and my clients get this from Dan Romero. Whenever my firm and I get a request for a solid financial consultant in OC, we send them to Dan first because we know that his knowledge, demeanor, and professionalism are first class. I highly endorse Dan Romero's services. "    

- Adriel Esparza

"I just want to thank you for the wonderful work you did in improving Holly and my life insurance. It is unbelievable! We were paying $348 per month for a $50,000 policy for Holly and a $100,000 policy for me. Now Holly has a $70,000 policy and no monthly payments! I still have the $100,000 policy but my monthly payment is only $140.00 each month. Thank you for a wonderful job."

- James & Holly Nolan

"Melissa has made getting and maintaining my health insurance easy. As a self-employed, single woman, the idea of shelling out $300 a month for health insurance is not appealing. But that didn't have to happen. With Melissa's assistance I applied for a different program. It was a much more pleasurable experience than my first go round. Not only was it easier, but the plan Melissa reommended saved me money. What more could I ask for?"
(Click here for complete Testimonial)

- Marie Coleman

"Melissa Levin is a professional woman I recommend to you without reservation. Her expertise in the realm of health, life, long term care and disablity insurance was invaluable to my husband and me as sought to maximize coverage while reducing our annual premium. The health insurance policy she provided us saved us enough money to cover the yearly cost of a long term care policy. "    
 (Click here for complete Testimonial)

- Marilyn Gausewitz

"I have nothing but good things to say about Romero & Levin. They are absolutely amazing. Romero & Levin handle our health insurance. They could have been our broker for our life insurance, but said that our current policy (with a different company!) is already great the way it is. Who do you know with that kind of ethics and integrity? Five star!"    

- Donna Cahoon