800.467.8152
OUR STORY
RGA was founded for people like you
THE EARLY YEARS
Ronald Gelok & Associates was founded over 25 years ago. Ron started his career as a tax and estate planning attorney in 1993. In that role he was drafting wills, trusts, and estate planning documents. Soon into his career, he realized that a person could have the best combination of estate planning documents in the world but it really only helped then when they could no longer manage their own affairs.
As important as this is, Ron felt like he wanted to make an impact in the client’s life for today. As this drive grew, Ron’s grandparents’ health began to decline. He saw firsthand that estate planning documents only went so far and did not help much if there is no financial plan to manage the costs of healthcare.
WHAT WOULD I DO DIFFERENTLY?
He began to look at his clients estates with fresh eyes, noticing that so many of them had problems. Problems that would eventually hurt them. He started to ask himself, “what would I do differently if this were my portfolio?”
At this point, Ron began Ronald Gelok & Associates with the plan of running a multidisciplinary investment advisory firm. He wanted RGA to be set up to help with every aspect of a client’s financial life. Clients would have a menu of services that they could pick and choose from that would suit their needs and match up with their goals.
INTEGRITY FIRST
When Ron began advising retirees on what to do with their money, he felt the weight of trying to do right by each client. One day his father said to him,
“Just remember, any time you’re meeting with a retiree, just pause for a second and pretend it’s me and your mother sitting in front of you. You’ll never go wrong.”
To this day, Ron keeps this in mind with every appointment. And he’s passed on this reminder to every member of the RGA team. We believe this is why we have never had a fine or disciplinary action of any kind from any government regulatory agency, which is unheard of in this industry.
TODAY
Today RGA has grown into a thriving company dedicated to serving clients from all walks of life. We believe in financial planning done right so you can keep more of your money. Find out today what RGA can do for you.
OUR TEAM
Every team member has gone through a tough and rigorous application process in order to uphold the high standards of RGA. Our team of experienced professionals come from all different backgrounds and walks of life. We value each member and their individual contributions that make RGA so great.
Investment advisory services offered through Ronald Gelok & Associates, LLC, a multi-state Registered Investment Advisor.
Insurance products offered through Ronald Gelok & Associates, Inc., a multi-state Licensed Insurance Producer.
Securities Offered through AAG Capital, Inc. Member FINRA/SIPC
Privacy Policy | ADV Part 2A | ADV Part 2B | ADV Part 2A Wrap
Information about securities-registered professionals may be found at FINRA BROKERCHECK.
Member FINRA/SIPC
OUR STORY
RGA was founded for people like you
THE EARLY YEARS
Ronald Gelok & Associates was founded over 25 years ago. Ron started his career as a tax and estate planning attorney in 1993. In that role he was drafting wills, trusts, and estate planning documents. Soon into his career, he realized that a person could have the best combination of estate planning documents in the world but it really only helped then when they could no longer manage their own affairs.
As important as this is, Ron felt like he wanted to make an impact in the client’s life for today. As this drive grew, Ron’s grandparents’ health began to decline. He saw firsthand that estate planning documents only went so far and did not help much if there is no financial plan to manage the costs of healthcare.
WHAT WOULD
I DO
DIFFERENTLY?
He began to look at his clients estates with fresh eyes, noticing that so many of them had problems. Problems that would eventually hurt them. He started to ask himself, “what would I do differently if this were my portfolio?”
At this point, Ron began Ronald Gelok & Associates with the plan of running a multidisciplinary investment advisory firm. He wanted RGA to be set up to help with every aspect of a client’s financial life. Clients would have a menu of services that they could pick and choose from that would suit their needs and match up with their goals.
INTEGRITY FIRST
When Ron began advising retirees on what to do with their money, he felt the weight of trying to do right by each client. One day his father said to him,
“Just remember, any time you’re meeting with a retiree, just pause for a second and pretend it’s me and your mother sitting in front of you. You’ll never go wrong.”
To this day, Ron keeps this in mind with every appointment. And he’s passed on this reminder to every member of the RGA team. We believe this is why we have never had a fine or disciplinary action of any kind from any government regulatory agency, which is unheard of in this industry.
TODAY
Today RGA has grown into a thriving company dedicated to serving clients from all walks of life. We believe in financial planning done right so you can keep more of your money. Find out today what RGA can do for you.
OUR TEAM
Every team member has gone through a tough and rigerous application process in order to uphold the high standards of RGA. Our team of experienced professionals come from all different backgrounds and walks of life. We value each member and their individual contributions that make RGA so great.
Investment advisory services offered through Ronald Gelok & Associates, LLC, a multi-state Registered Investment Advisor.
Insurance products offered through Ronald Gelok & Associates, Inc., a multi-state Licensed Insurance Producer.
Securities Offered through AAG Capital, Inc. Member FINRA/SIPC
Privacy Policy | ADV Part 2A | ADV Part 2B | ADV Part 2A Wrap
Information about securities-registered professionals may be found at FINRA BROKERCHECK.
Member FINRA/SIPC
