Roman Janos, CFP®, AEP®, ChFC®, RICP® - Gainesville (FL)

5 /5 Alora Haynes: I, like many approaching retirement, had not done much in the way of financial planning until a few years prior to my drop time with my employer. Roman Janos was referred to me by my trusted legal advisor, and my husband and I have been extremely comfortable with our choice of Roman as our financial adviser/ planner from our first meeting. He is thorough, gives much of his time, when he can tell that you need clarity on an item, and can be trusted to keep your best interest in mind, when it comes to investing your money. We never feel pressured or anxious about his advice. His explanations make sense and leave us with confidence in how our finances are being managed. Very glad that he was recommended to us. Our financial future is in good hands.

5 /5 Mohammad Abu-Farsakh: I started working with Roman in 2020. I gave him 5 stars but if I could give him more I would. Roman is very knowledgeable when it comes to getting your finances on point. He is very organized, knowledgeable, and has solutions that fit and align with your financial goals and beliefs. He is always available for meeting, flexible, and easy to get in touch with. I am looking forward to continuing working with him for years to come. I recommend without hesitation.

5 /5 Norman Lewis: Roman Janos is a financial planner par excellence. I have had Northwestern life insurance for 45 years but have never had an agent with a broader skill set. Here is one measure for Roman’s effectiveness: His planning, which included identifying a missing gap in my portfolio, enabled me to retire 2 years earlier than planned. Best of all, he is focused on the client, not on the sale. I trust him fully and recommend him highly.

5 /5 Eric Kligerman: My wife and I have been working with Roman for over 10 years. He is an exceptional financial advisor/planner and wonderful person. He has been with us every step of the way with estate planning, retirement portfolios and life insurance policies. We highly recommend his excellent services to anyone invested in their financial futures.

5 /5 Ira Fischler: Roman Janos has been our financial advisor/planner since 2008, when I retired from my university position and wanted to consolidate several "pockets" of tax-deferred savings into one IRA. From the start, we were impressed with Romans expertise, clarity, and sound thinking. Based on those early interactions, along with what we learned (both from him and from our own research) about Northwestern Mutual, we decided that our future needs would likely be met by Roman and NWM. In the years that followed, weve added an inheritance-based "advisory account;" initiated long-term care policies for myself and my wife; converted a portion of the IRA to a fixed annuity (with a heritable 20-year guarantee); and as part of estate planning created a joint-life insurance policy. We obviously take great stock in his advice! We have regular meetings with Roman (more than required by the advisory account), and have appreciated the annual review and prospectus that he generates. Were lucky too, I think, to have found a planner who is very client-oriented, and earnest about making sure he understands what the client is asking, and that they understand what hes saying. Both Roman and his assistant (Gouri Kumar) are a delight to work with, and out interactions have been uniformly pleasant and informative. Roman is also very willing to discuss various questions we have had over the years not directly related to our own current or potential NWM products; I recently met with him to brainstorm strategies for a mortgage buy-out for one of our children. Bottom line - highly recommended! (In fact, I recently connected him with a friend who had also retired from the university, and who was impressed by my confidence in Roman and NWM.)