Plainville
As a partner of Certified Financial Services, The Roman Life Agency offers financial services including Personal, Business and, Benefit Planning along with Wealth Management services since 1986. Offering clients a holistic approach to financial planning, We recommend strategies to achieve your goals.
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What do you love most about your job?
I love educating people on financial literacy. I want to truly make a difference.
What inspired you to start your own business?
I started my own business because most companies do not share the same values as I do. I pride myself on providing the best customer service and offering a product only if necessary.
Why should our clients choose you?
Certified Financial Services (CFS) is an agent of Guardian Life Insurance Company, Guardian is a mutual insurance company that has been protecting people for over 160 years. They put their policy holders first!
Can you provide your services online or remotely? If so, please add details.
Yes, I am available remotely via Zoom, Microsoft Team, Slack etc.
What changes have you made to keep your customers safe from Covid-19?
We have adjusted to a more virtual meeting approach, using Zoom meetings instead of in person consultations.
