Ronald I. Posnack,  CFP<sup>&reg;</sup> - Financial Advisor

Ronald I. Posnack, CFP®

CFS, CMFC

The Legend Group

PO Box 1626, 18 Bennett Ln
Stony Brook, NY 11790-0889
(631) 987-5700
(631) 689-1920

General

Ronald Posnack is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Legend Group in Stony Brook, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CFS, CMFC, CFS, CMFC

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources