Ronald Gelok & Associates Employee Directory
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.