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.

Find Ronald Gelok & Associates employees' phone numbers or email addresses

Ronald Gelok & Associates Global Highlights

Location
Employees

North America
14

Minus sign iconPlus sign icon
  • United States Of America
    13
  • Canada
    1

Europe
1

Minus sign iconPlus sign icon
  • Netherlands
    1

Ronald Gelok & Associates's Leadership

  • Stylized image of a person
    R. A. G.
    President
    Phone icon
  • Stylized image of a person
    R. G.
    President & Financial Consultant
    Phone icon
  • Stylized image of a person
    R. G.
    Vice President
    Phone icon
  • Stylized image of a person
    M. W.
    Director Of Operations
    Phone icon
  • Stylized image of a person
    T. B.
    Director Of Client Services
    Phone icon
  • Stylized image of a person
    B. L.
    Creative Director
    Phone icon
  • Stylized image of a person
    S. C.
    Financial Advisor Managing Director Of Florida Operations
    Phone icon
  • Stylized image of a person
    D. S.
    Financial Advisor
    Phone icon

Ronald Gelok & Associates Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Ronald Gelok & Associates

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. E.
    Executive Assistant
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    L. A.
    Administrative Specialist
    Phone icon
    United StatesNew Jersey
    Oct 23, 2024

Frequently Asked Questions

What is Ronald Gelok & Associates known for?

Minus sign iconPlus sign icon
Ronald Gelok & Associates was founded in 1993 operates in the Financial Services industry. The company's main headquarters is located in 2001 us Highway 46 Parsippany, New Jersey 07054 United States. Explore Ronald Gelok & Associates's company overview page for more information.

What is Ronald Gelok & Associates's most common email format?

Minus sign iconPlus sign icon
Ronald Gelok & Associates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Ronald Gelok & Associates email formats with LeadIQ.

How many employees does Ronald Gelok & Associates have currently?

Minus sign iconPlus sign icon
Ronald Gelok & Associates has approximately 9 employees as of April 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Ronald Gelok & Associates's key employees and leadership?

Minus sign iconPlus sign icon

As of April 2026, Ronald Gelok & Associates's key employees include:

  • President: R. A. G.
  • President & Financial Consultant: R. G.
  • Vice President: R. G.
  • Director Of Operations: M. W.
  • Director Of Client Services: T. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

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.