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
- 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 - www.rlpfinancial.com
NAPFA Start Date
August 13, 2007