Our History

Founded in 1979, R&R Financial Planners, Inc. is registered in the States of New York and Florida as Investment Advisors.

A registered Investment Advisor is required to provide form ADV part II as required under the Investors Advisors Act of 1940.

Executive Officers:
William V. Romeo, C.F.P.®

The principals at R&R, together with our talented support staff, possess many years of experience in the financial arena - having developed successful financial plans for hundreds of clients across the country. That kind of experience and dedication to excellence make it possible for R&R to provide the highest quality of services to every client, both present and future.

Structuring a strong financial future can be confusing, perhaps even intimidating. R&R Financial Planners, Inc. takes the complexity out of attaining your financial goals.

We work closely with you every step of the way in developing and maintaining a plan designed specifically for you and your individual needs.

The financial experts at R&R begin by asking all the right questions, carefully evaluating the strategies that will work best for your financial situation. We explain all the possibilities in simple-to-understand terms. We recommend the best options. Then we manage and monitor your financial plan to help ensure you reach your goals.

It’s this total commitment to addressing the unique financial requirements of each client that sets R&R apart from other financial planning firms.

Contact us to discuss your financial plans.


Securities offered through RNR Securities, L.L.C., member FINRA/SIPC and Interactive Brokers, LLC. Click on links for complete Disclosure and Privacy policy.