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Ronald J. Duswalt ChSNC®, CFP®,ChSNC, MSFS, ChFC®, CLU®,CFEd®

Old Castle Financial Advisors

Ronald J. Duswalt ChSNC®, CFP®,ChSNC, MSFS, ChFC®, CLU®,CFEd®

Old Castle Financial Advisors

Ronald J. Duswalt ChSNC®, CFP®,ChSNC, MSFS, ChFC®, CLU®,CFEd®

Old Castle Financial Advisors

Profession LogoFINANCIAL PLANNER

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. Currently, Ron is pursuing his PhD in Financial and Retirement Planning at The American College. Ron graduated from the College of Financial Planning with a Master of Science degree, and attained a Bachelor of Science degree, majoring in Finance from St. John's University.

He holds numerous professional designations including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®).  In addition, he is certified by New York State to present seminars to attorneys, accountants and other financial professionals that enable them to earn continuing education credits needed to maintain their respective licenses. He has also obtained the professional designation of Certified Financial Educator (CFEd®) from the Heartland Institute of Financial Education.

Thorough and innovative, Ron tries to anticipate the needs of high net worth individuals, successful professionals, business owners, and retirees. 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. Extensive background and knowledge in these areas have also allowed Ron to conduct numerous lectures on financial strategies for various organizations, schools, and Barnes & Noble Bookstores. Additionally, he has been a featured speaker on local radio and cable stations discussing various financial planning topics.

Through consistent effort and a reputation for integrity and professionalism, Ron has built a solid client base. Competent, ethical and dedicated, he fulfills the objectives of this practice through long-term relationships and his clients' plans are tailored to their specific life goals.

Ron is committed to the Long Island Community. He is currently serving on the Board of Directorsof Visiting Nurse Service & Hospice of Suffolk, Inc.

Ron is a Registered Representative of Hornor, Townsend and Kent, Inc. (HTK)

Firm Description

Lifetime care is important, but quality of life is critical!

This is true for everyone, but especially so for families who are planning for the future of a child or other dependent with special needs. Special needs planning is complex, requiring critical issues to be addressed. Because special needs planning is a unique endeavor, it requires professional assistance from people who understand the importance of planning and have the expertise in working with families such as yourselves. We are committed to helping your loved one experience the quality of life they deserve and helping you, whether you are the parent, grandparent, sibling or other care-giver, feel prepared.”

Hours

Day From To
Monday 9:00 AM 5:00 PM
Tuesday 9:00 AM 5:00 PM
Wednesday 9:00 AM 5:00 PM
Thursday 9:00 AM 5:00 PM
Friday 9:00 AM 5:00 PM

Cost

What Is a Special Needs Planner?

Main Office

2 Park Avenue
Suite 300
New York, NY 10017

On the web

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Social Media


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts