Ronald Slosberg
Ronald Slosberg is a CFP-designated registered investment advisor at Slosberg Financial Solutions, LLC, based in Bridgewater, NJ, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Slosberg Financial Solutions invests assets primarily in no-load mutual funds and exchange-traded funds. Stocks and bonds may be purchased when appropriate. The firm does not receive any compensation from fund or brokerage companies. The client makes the final decision on investment selection. Slosberg Financial Solutions does not have discretionary authority to manage securities accounts on behalf of clients. The firm will only execute a trade after the client reviews and approves the trade.
Location
Bridgewater, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Slosberg Financial Solutions, LLC
State Registrations1 state
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