I have built long-term relationships with many of my clients, knowing that as their advisor, it is my responsibility to ask, listen and adapt to their changing needs.”
Ronald H. Carr, Jr. CFP®, CLU®, ChFC®, has been practicing for 40 years as a financial professional. He specializes in insurance and investment services, as well as employee and executive benefits. These services are designed to help minimize tax burdens and enhance wealth accumulation strategies.
Ron graduated from Rutgers University with a B.S. degree in Economics, and has passed the requirements for some of the industry’s top designations, which include Certified Financial Planner® (CFP) professional, Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC).
Ron recognizes the individuality of each client‘s situation, anticipates future needs and provides unbiased, clear solutions on a continued basis. This includes financial planning strategies, investment and portfolio management, business succession planning, employee benefits and estate conservation strategies.
- Million Dollar Round Table (MDRT) Life & Qualifying Member