Joseph (Joe) Menzak Jr. has helped people make smart decisions about their money for over fifteen years. He approaches asset selection and financial planning from the standpoint of what is the most important to the client: their goals, dreams and desires for retirement.
Is it the growth of their wealth with protection, future income planning, business succession or legacy that takes first place? He makes sure that every client explores creative ways to pass wealth onto the next generation.
Joe is licensed for Securities, Annuity, Long Term Care Insurance and Life Insurance.
Over the years Joe has worked for Prudential Financial, ING Financial Partners, Questar Capital.
At Ron Gelok & Associates he works with clients to assure them a tax advantaged portfolio and insurance that works for them in their lifetime as well as providing a lasting legacy.