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Roman FinancialFinancial advisor in Milwaukee, WI

Roman Financial is a financial advisor at 2600 N Mayfair Rd #1080, Milwaukee, WI 53226, ranked #2 of 231 financial advisors in Milwaukee and rated 4.8 from 68 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Milwaukee, WIUpdated 0 paid placements in any rankingHow we rank

Call (414) 443-2008Website ↗

Key facts

Key facts about Roman Financial
Address2600 N Mayfair Rd #1080, Milwaukee, WI 53226Get directions
Phone(414) 443-2008
Websiteroman-financial.com
HoursMonday to Thursday: 8:30 AM – 5 PM; Friday: 8:30 AM – 3 PM
Google rating4.8 from 68 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Milwaukee and 11 towns within 25 miles: Wauwatosa, Brookfield, West Allis, New Berlin, Glendale, Greenfield, Brown Deer, Whitefish Bay, Shorewood, Menomonee Falls and Greendale.

Based in Milwaukee, WIView on map

Opening hours

Opening hours for Roman Financial
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Roman Financial

How is Roman Financial ranked in Milwaukee?

Roman Financial is ranked #2 of 231 financial advisors in Milwaukee by RFA Score, with 73 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Roman Financial’s hours?

Roman Financial is open Monday to Friday. Its listed hours are Monday to Thursday, 8:30 AM – 5 PM; Friday, 8:30 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Roman Financial serve?

Serves Milwaukee and 11 towns within 25 miles: Wauwatosa, Brookfield, West Allis, New Berlin, Glendale, Greenfield, Brown Deer, Whitefish Bay, Shorewood, Menomonee Falls and Greendale. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Roman Financial?

Roman Financial has a rating of 4.8 from 68 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Roman Financial?

Call Roman Financial on (414) 443-2008. The business is at 2600 N Mayfair Rd #1080, Milwaukee, WI 53226. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Roman Financial compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Roman Financial (this business)—734.8 (68)NoNo
DBHW Wealth Partners#1744.7 (200)NoNo14.2 mi
Northwestern Mutual#3724.6 (140)——12.1 mi
Wealth Enhancement Group#4725.0 (38)NoNo10.2 mi

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