Ronald Plaine (CFP®, EA)

Ronald Plaine focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We are a comprehensive financial planning firm that also provides tax preparation services in offices located in Schenectady & Ballston Spa, NY.

Additional Information

Please refer to Company website -

NAPFA Start Date

August 13, 2007


This Office

30 Jay St Schenectady, NY 12305-1958 Phone: (518) 370-4020 Fax: (518) 374-6772

Other Offices

PO Box 1078 Schenectady, NY 12301-1078 Phone: (518) 370-4020