COOK TAX & RETIREMENT SERVICES - INCOME AND ASSET PRESERVATION           800-881-9927
 
 
 
 
About Us
Our company is based on the belief that our customers' needs are of the utmost importance. Our entire team is committed to meeting those needs. As a result, a high percentage of our business is from repeat customers and referrals.
 
We would welcome the opportunity to earn your trust and deliver you the best service in the industry.
 
About Ron
 
Ron is married with 3 boys and 1 girl. Ron loves to play golf and boating, but his true passion is spending quality time with his family.
 Since 1988 Ron has been involved in the financial services business, including securities, financial consulting and mortgage origination.
His career began as an insurance agent with a company presently owned by Citi Corp.
Where he was the former Senior Vice-President of one of the top producing organizations in the country---
 
Also Ron was in Senior Management with Flagstar Bank responsible for millions dollars monthly in mortgage loan origination.
 Ron refined his expertise in financial services and now specializes in income distribution, wealth and asset preservation.
Over the past 25 years Ron has learned that if you help people address their concerns, you will have a gratifying business. Because of this attribute, 
Ron has steered many people towards a more secure and predictable retirement. He continuously strives to provide better solutions to procure the greatest amount of income for his clients while preserving the integrity of accumulated assets.
 We are amid challenging and unsettled economic times and the once great returns that everyone sought in the stock market, have been unpredictable and much more risky. People are seeking safer and more secure alternatives.
 Ron's number one aim is his commitment to navigate people toward a direction that will ensure peace of mind about their retirement goals.
He can accomplish this by customizing the most innovative and sound financial strategies available.
 
 
Location:
9 Wilkins Drive
Plainville, MA 02762
1-800-881-9927
 
Hours:
Mon - Fri: 9AM - 5PM
Sat: Closed
Sun: Closed
 
 
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