Ronald R. Milone serves as a Partner in the Tax and Business Services division of the Firm’s New Haven, Connecticut office. He serves as a personal financial planning specialist for his clients and is a Financial Industry Regulatory Authority (FINRA) registered representative. He also holds a producer license in the areas of life and health insurance.
Professional & Civic Affiliations
American Institute of Certified Public Accountants (AICPA)
Connecticut Society of Certified Public Accountants (CTCPA)
New Haven Chamber Small Business Council
West Haven Elks
Life and Health Insurance
Fixed and Variable Annuities
Accreditations & Designations
Certified Financial Planner™
Securities products and services are offered through: Wadsworth Investment Co., Inc. located in North Haven, CT. Members FINRA and SIPC.
Securities and Insurance Products:
Investments are Not Insured by FDIC or any Federal Government Agency | May Lose Value | Not a Deposit of or Guaranteed by a Bank.