Sara Romaine



Client Relations

I'm working in a financial firm and I'm really not a numbers person- but show me a face that I saw 30 years ago and I'll remember it.  I fit in here a few days a week because I'm the opposite of Dan, my husband.  


My title is all about continuing the connection with clients in any way I can.  It's what I do naturally.  Bringing with me the skill and knowledge set of having owned my own small business I answered the call as the firm just started getting too busy to keep the personal contact and quick access to the level we like it.  


After Almost 40 years of being with Dan  and raising three great kids, I've learned a little about patience and persistence, so if we haven't met, I look forward to it!


Plan Confidently. Live Comfortably.

We are a full service financial planning firm helping clients plan their finances with confidence to move comfortably towards their goals.


300 Crown Colony Drive 

Quincy, MA 02169

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