Our Qualifications

We have been working with individuals and businesses in the area for over  20 years.

Ronald Blau is a qualified registered representative with Capital Synergy Partners, member FINRA / SIPC who is licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all of my clients.

We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We are looking forward to using our expertise to help you pursue your financial goals.