Broker Check

Ronald R Niclas, CFP®, CWS®, EA, MBA

Ronald R Niclas, CFP®, CWS®, EA, MBA

Managing Director


Our office, located in Hilton Head South Carolina  continues to  provide services to clients not only in the tri state area of New Jersey and New York, but all over the United States. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve  long term investment results for the last twenty five years.

I am affiliated with First Allied Securities, one of the premier broker dealers in the U.S. and part of the family of Cetera Financial Group.My affiliation means that I am not held to a sales quota or tied to selling proprietary products. I have the independence and freedom to recommend the financial solutions that best suit your needs ensuring your objectives drive all decisions The network of people and resources I have access to help us pursue your unique goals and vision for the future.