Ronald Scott
Ronald C. Scott, CFP®, AEP®, CFBS, ChFC, CLU, CLTC

Tel: (718) 781-0925
MassMutual Metro New York
One Penn Plaza, Suite 2035
New York, NY 10119

CERTIFIED FINANCIAL PLANNER? professional


About Ronald C. Scott, CFP®, AEP®, CFBS, ChFC, CLU, CLTC

Connect With an Expert Financial Advisor and Get Answers

Certified Financial Planner professional focused on helping my clients make smart choices with their money. I provide customized Financial Planning products and services, including those for the Creation, Accumulation, Protection, and Distribution of Wealth for my clients and their families. Specializations include Retirement Planning, Business Planning, Investment Planning, and Estate/Legacy Planning, using values-based, client-centric financial planning strategies, systems, and processes.


General Information

Firm Start Year:   2002
No.of Employees:   More than 5000
Insurance License#:   LA-972065 NY, 0219563 NJ
Name of Broker/Dealer:   MassMutual Life Insurance Services, LLC
States Licensed in:   NY, NJ, PA, FL
Number of Years with Current Firm:   6
I work with the following types of clients:   Individual Investors , Businesses


Services

Investment Types:   Mutual Funds , Exchange Traded Funds (ETFs) , Annuities , Stocks , Insurance , Bonds
I can meet clients in the following ways:   At your office , Via phone , At your home , Video Conference , At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Long Term Care , Annuity , Disability , Accident , Variable Life , Health , Life , Variable Annuity
Financial Organization Memberships:   National Association of Estate Planners & Councils (NAEPC) , GAMA International


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Flat Fee , Commissions , Based on Assets
Fee % Based on Assets:   1%



Faqs

  • What are your qualifications? What is your education background? CERTIFIED FINANCIAL PLANNER professional
  • What is your approach to financial planning? Client-centric, goals-based life planning
  • What services do you offer? Comprehensive financial planning, Situatioal financial planning
  • Will you be the only person working with me? No
  • How are you compensated? How will I pay for your services? Flat fee or hourly fee for financial plans. Percentage of Assets Managed for investments. Commissions on other products (insurance and annuities)
see more

Disclosures

Ronald Scott

Ronald Scott

CLU®, CLU®, ChFC®, CLTC, CERTIFIED FINANCIAL PLANNER™ Certificant, AEP


Ronald began his financial planning practice in 2002. A graduate of Polytechnic University of NY and Pace University, he is also a member of prestigious organizations such as the Financial Planning Association (FPA), National Association of Insurance & Financial Advisors (NAIFA), and has also achieved the following designations:
- Certified Financial Planner " professional (CFP® Board of Standards)
- Chartered Financial Consultant (ChFC  The American College)
- Chartered Life Underwriter (CLU  The American College)
- Certified in Long Term Care (CLTC  The Corporation for Long Term Care Certification)

He is committed to building long-term relationships with his clients, and helping them reach their goals is his number one priority. Drawing on his knowledge, know-how, experience and world-class planning tools, Ronald helps build financial freedom for his clients.

Communities Served

Staten Island NY

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 9:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 9:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 9:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 9:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Sat. 8:00 AM - 5:00 PM

Compensation Arrangements

Check

Social Networks


tweeter facebook linkedin google plus