About Us
Our approach to planning is three-fold. We will help you:
- Evaluate your current situation and your future financial objectives
- Understand the options and alternatives available to you.
- Develop, implement and monitor a program that will help you achieve those objectives.
At Old Castle Financial Advisors our clients are our number one priority. We are dedicated to providing you with products and services best suited to meet your needs and we welcome the opportunity to work with you.
About Team
Dr. Ronald J. Duswalt, CFP®
Ph.D. in Financial and Retirement Planning
MSFS, ChFC®, CLU®, ChSNC®, CFEd®
516-394-2572
For the entirety of my career, I have dedicated myself to providing top-notch financial advice and service to my clients in the financial services industry. To help ensure that I am at the pinnacle of my industry, I have completed my Ph.D. in Financial and Retirement Planning at The American College. I hold a Master of Science in Financial Services degree from the College of Financial Planning and a Bachelor of Science degree in Finance from St. John's University.
I have earned several professional designations, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®). I am also a Certified Financial Educator (CFEd®) from the Heartland Institute of Financial Education.
As a Chartered Special Needs Consultant (ChSNC®) I have a direct connection to those families who are affected by a loved one who has special needs. I’ve gained incredible insights into the needs of this market through raising my son who has special needs. This planning can be incredibly impactful, and it’s an honor to provide key guidance to people in this market. I love serving people in this community.
My expertise lies in retirement planning, estate planning, employee benefits, long-term care planning, and investments, with a focus on high-net-worth individuals, successful professionals, business owners, and retirees. I not only assist clients in developing and implementing their financial goals but also regularly monitor their progress and recommend adjustments when necessary. I have shared my knowledge through lectures at various organizations, schools, and Barnes & Noble Bookstores, as well as appearances as a featured speaker on local radio and cable stations.
Through my unwavering dedication and reputation for integrity and professionalism, I have built a strong client base. I strive to fulfill the objectives of my practice by developing long-term relationships with my clients and tailoring their financial plans to their specific life goals.
I am deeply committed to the Long Island community and currently serve on the Board of Directors of Visiting Nurse Service & Hospice of Suffolk, Inc.