FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Team

At Roman Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
How can I protect my assets from Long Term Care?
Do I need a will or a trust?
How can I avoid probate?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Joseph A. Stueber

Registered Representative

(414) 443-2008

ja.stueber@jwcemail.com

Joseph Stueber is a financial planner with over (25) years’ experience in his field of practice. Joe specializes in wealth management and investment/insurance planning with a focus on maintenance and preservation of retirement income....
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Jay T. Stueber

Registered Representative

(414) 443-2008

jt.stueber@jwcemail.com

Jay Stueber is a financial planner with 9+ years’ experience in the fields of estate and financial planning Jay use securities and fixed Income portfolios to customize a client’s investment plan based upon their long and short term...
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Thomas E. Balgeman

Estate Planning Attorney

(414) 453-8500

(414)453-0604

tbalgeman@sbm-law.com

Tom Balgeman is an estate planning attorney with over (30) years experience in his field. Specializing in wills, trusts, power of attorney documents, special needs trust, and Title 19 protection of assets from long term care such as...
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