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Steve Romagna has been recognized with the 2024 Forbes Best in State Wealth Advisors Award
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
SRTF Tax Prep LLC – Independent Tax Preparation Services
Through SRTF Tax Prep LLC, an independently owned and operated business, Steve Romagna offers professional tax preparation services. Clients can receive support with individual tax filings, tax document organization, and general tax preparation needs.
SRTF Tax Prep LLC is a separate and unaffiliated business from Wells Fargo Advisors Financial Network and Romagna Wealth Management (RWM). Services provided through this entity are offered entirely outside of Steve's role at RWM.