Ron works with individuals and business owners to help them formulate their financial goals and objectives. He then explains in a clear and understandable manner the pieces of the plan needed to accomplish their goals and objectives, and will put the pieces of the puzzle together to complete the picture of their financial future.
Ron works with a professional network of financial, legal and accounting experts, or will work closely with the clients trusted professionals in a team approach.
Ronald L. La Serra, Sr. is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Licensed to sell securities and insurance in NY, & SC. Accounting services and tax advice are offered independently of Equity Services, Inc. He is also insurance-licensed in NY, & SC.