Pompei Ronald

Your Dollars at Work

At the Ronald J. Pompei Financial Group, we help individuals and families achieve financial security and build a solid foundation for the future. As a Certified Financial Planner (CFP) since 1988, Ron Pompei has extensive experience guiding clients through all stages of their financial journey, crafting personalized plans that speak to their unique needs and aspirations.

Our Approach

Our process is collaborative and client-centered. We take the time to understand your individual goals, concerns, and financial situation. We work with you to develop a comprehensive and customized plan that aligns with your vision for the future.

Our Services

We offer a wide range of services to help you:

Planning & Strategy

• Retirement planning and analysis
• Estate planning and wealth preservation
• Financial goal setting and budgeting
• Risk management and insurance review
• Comprehensive financial plans

Investment & Portfolio Management

• Comprehensive portfolio analysis and construction
• Equity and fixed income investments
• Mutual funds and ETFs trading
• Comprehensive review of your existing investments

Specialized Services

• Family wealth management
• Employee benefit planning
• Business succession planning

Our Commitment

We believe in building strong relationships with our clients. We are committed to:

• Providing clear and concise explanations about your financial plan
• Regularly reviewing and adjusting your plan as your life and goals evolve
• Offering ongoing support and guidance as you navigate your financial journey
• Treating you with respect and professionalism throughout the process

The Next Step

If you are seeking a trusted partner to help you reach your financial goals and secure your financial future, contact us today to schedule a complimentary consultation. We look forward to learning about your individual needs and discussing how we can help you achieve financial success.