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Ron A. Rhoades, JD, CFP®

Alfred State College (SUNY)

10 Upper College Dr
EJ Brown Rm 301
Alfred, NY 14802
Phone: (607) 247-5008

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Household Income Minimum: $0
Investable Asset Minimum: $400,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Banking
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.