Ronald J. Duswalt
Since entering the financial services industry, Ron
has committed himself to providing excellent financial advice to his
clients.Ron graduated from St. John's University with a B.S. degree, majoring in Finance, and has also attained a Master of Science degree from the College of Financial Planning.He holds numerous professional designations including: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).Ron
is certified by New York State to present seminars to attorneys, accountants and other financial professionals that enable attendees to earn continuing education credits.Because of Ron's extensive background and knowledge, he is often a Lecturer on on financial strategies for various organizations, schools, and Barnes & Noble Bookstores, as well as a featured speaker on local radio and cable television stations.
Thorough and innovative, Ron
anticipates the needs of high net worth individuals, successful professionals, business owners and retirees.His
areas of expertise are in Estate Planning, Employee Benefits, Retirement Planning, Long-Term Care Insurance and Investments
.Through consistent effort and a reputation for integrity and professionalism, Ron
has built a solid client base through referrals from clients and other professionals.Competent, ethical and dedicated, he
fulfills the objectives of his
clients through financial plans that are tailored to the client's specific lifetime goals.Ron
is committed to the Long Island Community.He is currently serving on the Board of Directors of Visiting Nurse Service and Hospice of Suffolk, Inc.
In addition, he
time to the American Heart Association