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516-394-2514

Women Business Owners Special Needs Physicians Public Speaking
Our Process
Our History
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Our Values

RONALD J. DUSWALT
CFP®,MSFS, ChFC®, CLU®,ChSNC®, CFEd®

Since entering the financial services industry, Ron has committed himself to providing financial advice and excellent service to his clients with over 30 years in the financial industry. Ron is pursuing his Ph.D. at The American College and expects to complete his doctoral degree in Financial Planning and Retirement Planning in the near future. His areas of specialization lie in estate planning, employee benefits, retirement planning, long-term care planning, and investments. He also helps develop, implement and monitor the progress of the client's goals then recommends changes when appropriate. Ron enjoys sharing his vast experience through speaking engagements at various organizations, schools, venues and media outlets.

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Lifetime care is important, but quality of life is critical!

This is true for everyone, but especially so for families who are planning for the future of a child or other dependent with special needs. Special needs planning is complex, requiring critical issues to be addressed. Because special needs planning is a unique endeavor, it requires professional assistance from people who understand the importance of planning and have the expertise in working with families such as yourselves. We are committed to helping your loved one experience the quality of life they deserve and helping you, whether you are the parent, grandparent, sibling or other care-giver, feel prepared.”

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“Raising a child with special needs does not take a special family.  It makes a special family.”



Are You Retirement Ready?

At Old Castle Financial Advisors, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.

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“Do something today that your future self will thank you for”

- Sean Patrick Flanery


Do you know what your business is worth?

We have found that many business owners struggle with planning for the future because they have so many unknowns. They don’t know how much their business is worth, when they should sell, whether they will find the right buyer, get the right price, or even how much insurance they should carry. We help  give business owners information so they can make sound business and personal financial decisions. That is why we have invested in innovative technology that allows us to deliver data and efficient business valuations, at no cost to clients.

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“Entrepreneurship is living a few years of your life like most people won’t, so that you can spend the rest of your life like most people can’t.”


Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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5 Smart Investing Strategies

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.
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Silver Sneakers 101

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.
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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

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