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Romero Financial & Insurance Services

6942 Cliff Ave.


Bodega Bay

,

CA

94923

Phone:

(707) 431-3710

E-mail:

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Founded in 1973, Romero Financial & Insurance Services is a financial services practice committed to helping people pursue their financial goals. We offer a wide range of insurance products and services to individuals, business owners, and Associations including life, medical, dental, vision, disability, long term care insurance, and fixed annuities. Our practice maintains a refreshing and unique philosophy of consumerism, personableness, ethics, and advocacy.  

Our office provides no-cost insurance benefit/premium comparisons with reliable carriers and we are committed to securing the most competitive and viable insurance options for our clients. You can also view our Apply Online for Individual Health Insurance page to receive instant quotes and/or apply online. We feel that the real value of an insurance professional is not just the sale of an insurance product, but continued claims advocacy and on-going evaluation/recommendations of your changing insurance needs. Our clients have also found our website "Learning Center" offering current and relevant newsletters, articles, calculators, and a tax library especially invaluable in a rapidly changing financial environment.

There exists innumerable online quoting services for insurance products. In making a considered choice, ask yourself whether these resources, your insurance provider, and/or insurance broker effectively supports you with your detailed and often complex questions and claims resolution.

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Shows how qualified longevity annuity contracts create lifetime income.

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Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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Explains how future tax rules may impact deductibility of charitable donations.

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Estimate the potential cost of waiting to purchase a long-term care insurance policy.

This calculator is designed to help you attach a dollar figure to your life’s work.

How much life insurance would you need to produce a sufficient income stream for your family?

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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