Ronald R. Milone

CPA*, CFP

*Licensed by the State of Connecticut
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Ronald R. Milone

Partner

Tax & Business

About Ronald

Ronald Milone serves as a partner in the Tax & Business Services division of the Firm’s Long Wharf Drive office in New Haven, Connecticut. 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
  • The Diaper Bank, Board of Directors

Licenses

  • Series 6
  • Series 66
  • Life and Health Insurance
  • Fixed and Variable Annuities
Practice Focus

Business Taxation
Personal Taxation
Tax Compliance
Retirement Planning
Risk Management
Personal Financial Planning

Industry Focus

Family-Owned Businesses
High Net Worth Individuals
Professional Services
Law Firms
Insurance Agencies
Real Estate

Education

Master of Business Administration
University of Connecticut

Bachelor of Science, Accounting
University of Connecticut

Investment Advisory Services are offered through Heritage Capital, LLC located in Woodbridge, Connecticut.

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.

Accreditations & Designations

Certified Financial Planner

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