Business claimed
Last updated: Over a year ago
Listed in:
Financial Planning
About Assurance Financial Advisory Services, LLC
Assurance Finacial Advisory Services, LLC is the legal entity used by Ronald L. La Serra, MBA,CPA, ChFC to market and promote financial planning products and services. Utilizing the full range of fina Go to full description...
Contact information
Phone numbers
Fax numbers
5162228871
Business hours
▼
Business website
Additional business details
Email address:
ronl@assurancefas.com
Payment methods accepted:
commission, check
Assurance Finacial Advisory Services, LLC is the legal entity used by Ronald L. La Serra, MBA,CPA, ChFC to market and promote financial planning products and services. Utilizing the full range of financial products and services available to me, I am committed to helping individuals, business owners, and professionals pursue and reach their financial goals. In addition, I work closely with financial specialists and other professional, such as CPA's and attorneys, whenever these services are needed. I am also happy to work with the client's current financial and legal advisors, integrating myself as part of the client's team of professionals. In most cases, my role is that of the "quarterback" implementing and executing the client's "financial" game plan. I believe you will be better able to identify your goals and make sound decisions to achieve them by utilizing a financial planner like myself to provide sound financial information.
Services:
insurance, retirement income planning, business succession planning, estate planning, annuities, investment planning, financial planning, mutual funds, investments, financial advisory services, tax planning