Since entering the financial services industry, Ron has committed himself to providing financial advice and excellent service to his clients with over 30 years in the financial industry. Ron is pursuing his Ph. D. at The American College and expects to complete his doctoral degree in Financial Planning and Retirement Planning in the near future.
His areas of specialization lie in estate planning, employee benefits, retirement planning, long-term care planning, and investments. He also helps develop, implement and monitor the progress of the client's goals then recommends changes when appropriate. Ron enjoys sharing his vast experience through speaking engagements at various organizations, schools, venues and media outlets.
His areas of specialization lie in estate planning, employee benefits, retirement planning, long-term care planning, and investments. He also helps develop, implement and monitor the progress of the client's goals then recommends changes when appropriate. Ron enjoys sharing his vast experience through speaking engagements at various organizations, schools, venues and media outlets.
Services
Old Castle Financial Advisors is dedicated to helping you, your family and your business with your financial goals. Using a needs-based approach, we will work together with you to identify and focus on your unique financial goals and objectives. We then develop a step-by-step process to design a plan that will help you to address those needs.
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