Product & Services
At Ronald E. Dade & Associates, we provide assistance in the following areas:
Cetera Advisor Networks LLC. offers a full range of products including, Stocks, Bonds, 400 Mutual Fund Families, Tax Favored Partnerships and “Wrap Fee” Products.
Under the Cetera Advisor Networks LLC. (RIA) registration, we can review current portfolios and advise for full financial planning services, at an hourly fee.
The firm also specializes in investment programs for the members and clients of Institutions (Credit Unions, Savings Banks, Banks). We contract to setup and service these programs on an annual basis. We are proud to have worked with the following institutions: United Nations Federal Credit Union (Manhattan, NY), Hudson Valley FCU (Poukipssee, NY), DCU FCU(Maynard, MA), Kraft Foods FCU (Whiteplains, NY), Clinton Savings Bank (Clinton, MA), Hanscom FCU (Concord,MA) and are presently working with First Federal Savings Bank (Swansea, MA), First New England FCU (Hartford, CT), and the FAA FCU(Nashua, NH).
Our newest venture is the inclusion of the “FED” training program for businesses in New England that have 401K, Pensions, and Profit Sharing plans. We provide seminars for these companies to help them with Rule 404C. The five seminars are provided on a fee per employee basis. Our client companies have warmly received this training program.
Ron is Certified in Long-Term Care. As a CLTC, Ron has the knowledge to help Seniors protect their assets from excessive healthcare costs. To learn more about CLTC, please feel free to peruse their website at www.ltc-cltc.com.
Ron has been granted registration to act as a National Football League Players Association Registered Player Financial Advisor in accordance with the NFLPA Regulations and Code of Conduct Governing Registered Player Financial Advisors.
Let Us Help You Master Your Money
Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation), needs to carefully plan in order to ensure that all of the pieces are working together to potentially produce the most favorable results. Our Firm can help you reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.