Rome Wasn't Built in a Day, So Let Roman Financial Help Build Your Empire!
Roman Financial Services (RFS) was founded by James M. Roman, PhD, MBA to combat the lack of personal attention many financial advisors give their clients. Jim originally worked with a larger brokerage firm and became upset with the lack of customer service, high fees and higher account balances required by such firms. It is the goal of RFS to ensure you receive THE PERSONAL TOUCH YOUR FINANCES DESERVE!
Roman Financial Services works with you as an individual investor and your business (small-to-medium sized businesses) to ensure every dollar is working for your future. RFS separates themselves from other financial advising companies through an emphasis on client education and communication strategy to ensure you are knowledgeable about your financial portfolio.
James M. Roman, PhD, MBA, has devoted his life to learning and teaching others about the values and benefits of financial independence. In order to do this, he has obtained his doctorate, MBA, Masters, BS & BA in Finance. As an experienced college professor, Jim is experienced at transferring his knowledge to clients and helping them work towards their financial goals.
It is through an extensive communication strategy that Roman Financial Services separates itself from other companies through regular contact. This communication strategy helps develop customer confidence, trust and develops the personal business relationship that Roman Financial Services strives for. Because all financial decisions you make are personal, RFS strives to give you THE PERSONAL TOUCH YOUR FINANCES DESERVE! Therefore, it is the goal of Roman Financial Services to be your guiding light by educating you on all investment options.
James M. Roman, PhD, MBA
Financial Investment Representative
Founder and Owner