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How does the advisor help clients – Key Takeaways:
As a financial advisory firm, RONALD GELOK & ASSOCIATES, LLC is committed to providing expert financial guidance and support to its clients. With a wealth of experience and a team of highly dedicated professionals, the firm offers a wide range of financial services to meet the unique needs and goals of each client.
Facts and Insights
Founded by Ronald Gelok, RONALD GELOK & ASSOCIATES, LLC has been in business for over 25 years. The firm is located in New York City and serves clients across the United States. With a strong focus on personalized and hands-on approach to financial planning, the firm has built a solid reputation for providing trustworthy and transparent services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million | 5 | 25 years |
Financial Services Offered
RONALD GELOK & ASSOCIATES, LLC offers a comprehensive range of financial services, including but not limited to:
- Financial planning
- Investment management
- Tax planning and management
- Estate planning
- Retirement planning
- Insurance planning
- College education planning
The firm works closely with each client to understand their financial goals and objectives and create a customized plan to help them achieve those goals.
Client Types
RONALD GELOK & ASSOCIATES, LLC caters to a diverse range of clients, including individuals, families, high net worth individuals, and business owners. The firm also offers specialized services for different life stages, such as young professionals, pre-retirees, and retirees.
Fees & Compensation
The firm follows a fee-only model, which means that clients pay a fixed fee for the services they receive. This eliminates any potential conflicts of interest and ensures that the firm always acts in the best interests of its clients.
Background
RONALD GELOK & ASSOCIATES, LLC was founded by Ronald Gelok, a highly experienced financial advisor with over 30 years of industry experience. Ron holds a Bachelor’s degree in Finance and Business Administration from St. John’s University and is a Certified Financial Planner (CFP®). He is also a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know
As a registered investment advisor, RONALD GELOK & ASSOCIATES, LLC has a fiduciary duty to act in the best interests of its clients. This means that the firm is legally obligated to disclose any potential conflicts of interest and act solely in the client’s best interests. The firm also follows strict compliance and regulatory standards to ensure the highest level of transparency and accountability.
In conclusion, RONALD GELOK & ASSOCIATES, LLC is a reputable financial advisory firm that offers personalized and comprehensive services to help clients achieve their financial goals. With a team of experienced professionals, a transparent fee structure, and a commitment to acting in the best interests of its clients, the firm is a trusted partner for all your financial needs.