Ronald J. Duswalt,  CFP<sup>&reg;</sup> - Financial Advisor

Ronald J. Duswalt, CFP®

ChFC, MSFS,CLU

Old Castle Financial Advisors

2 Park Avenue, Suite 300
New York, NY 10017
(516) 394-2514

General

Ronald Duswalt is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Old Castle Financial Advisors in New York, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU, MSFS, CFEd

Insurance Licenses

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

Financial Advisor's Specialties

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

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Helpful Financial Planning Resources