Insights

High Net Worth Focus Ronald Gelok & Associates primarily serves individuals and families with assets exceeding one million dollars, indicating a target market of high-net-worth clients seeking specialized retirement income and tax planning services.

Retirement Expertise The company’s expertise in tax-efficient retirement income planning and wealth coordination presents opportunities to offer complementary financial products such as estate planning tools, insurance solutions, or advanced tax strategies for their clients.

Technology Utilization Using robust digital tools like WordPress, Google Fonts, and Google Reviews shows an emphasis on online presence and client engagement, which can be leveraged to introduce digital financial advisory or client onboarding solutions to streamline their operations.

Market Positioning As a fiduciary wealth manager with a focused niche in retirement and income planning, there is potential to upsell services such as financial planning software or educational resources tailored specifically for high-net-worth retirees.

Growth Potential With revenue estimated between 10 million and 25 million and a small team, targeted outreach to expand service offerings or enhance digital marketing could help the firm scale its client base within its specialized market segment.

Similar companies to Ronald Gelok & Associates

Ronald Gelok & Associates Tech Stack

Ronald Gelok & Associates uses 8 technology products and services including WordPress, Open Graph, Google Fonts API, and more. Explore Ronald Gelok & Associates's tech stack below.

  • WordPress
    Content Management System
  • Open Graph
    Content Management System
  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • YouTube
    Video Players
  • Trustindex Google Reviews
    Web Platform Extensions
  • Nginx
    Web Servers
  • Facebook
    Widgets

Media & News

Ronald Gelok & Associates's Email Address Formats

Ronald Gelok & Associates uses at least 1 format(s):
Ronald Gelok & Associates Email FormatsExamplePercentage
First@ronaldgelok.comJohn@ronaldgelok.com
46%
FirLast@ronaldgelok.comJohDoe@ronaldgelok.com
4%
First@ronaldgelok.comJohn@ronaldgelok.com
46%
FirLast@ronaldgelok.comJohDoe@ronaldgelok.com
4%

Frequently Asked Questions

Where is Ronald Gelok & Associates's headquarters located?

Minus sign iconPlus sign icon
Ronald Gelok & Associates's main headquarters is located at 2001 us Highway 46 Parsippany, New Jersey 07054 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Ronald Gelok & Associates's official website and social media links?

Minus sign iconPlus sign icon
Ronald Gelok & Associates's official website is ronaldgelok.com and has social profiles on LinkedIn.

What is Ronald Gelok & Associates's SIC code NAICS code?

Minus sign iconPlus sign icon
Ronald Gelok & Associates's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Ronald Gelok & Associates have currently?

Minus sign iconPlus sign icon
As of April 2026, Ronald Gelok & Associates has approximately 9 employees across 2 continents, including North AmericaEurope. Key team members include President: R. A. G.President & Financial Consultant: R. G.Vice President: R. G.. Explore Ronald Gelok & Associates's employee directory with LeadIQ.

What industry does Ronald Gelok & Associates belong to?

Minus sign iconPlus sign icon
Ronald Gelok & Associates operates in the Financial Services industry.

What technology does Ronald Gelok & Associates use?

Minus sign iconPlus sign icon
Ronald Gelok & Associates's tech stack includes WordPressOpen GraphGoogle Fonts APIjQueryYouTubeTrustindex Google ReviewsNginxFacebook.

What is Ronald Gelok & Associates's email format?

Minus sign iconPlus sign icon
Ronald Gelok & Associates's email format typically follows the pattern of First@ronaldgelok.com. Find more Ronald Gelok & Associates email formats with LeadIQ.

When was Ronald Gelok & Associates founded?

Minus sign iconPlus sign icon
Ronald Gelok & Associates was founded in 1993.

Ronald Gelok & Associates

Financial ServicesNew Jersey, United States2-10 Employees

Most retirees don’t have an income problem - they have a tax and coordination problem.

Ronald Gelok & Associates (RGA)is a fiduciary wealth management firm focused on helping retirees and pre-retirees make more informed decisions as they transition into retirement.

We specialize in:
– Tax-efficient retirement income planning
– Coordinating investment, insurance, and tax strategies
– Helping clients avoid costly mistakes during distribution years
– Creating structured, reliable income in retirement

Our clients are typically individuals and families with $1M+ who want clarity, structure, and confidence around their financial decisions.

If you're approaching retirement and want a more strategic approach to income and taxes, we’re happy to start with a conversation.


Led by Certified Financial Fiduciaries with decades of experience in retirement and income planning.

Section iconCompany Overview

Headquarters
2001 us Highway 46 Parsippany, New Jersey 07054 United States
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1993
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Ronald Gelok & Associates's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Ronald Gelok & Associates's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.