Beating the F.E.A.R. Factor

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ABOUT Us

Ronald Gelok & Associates

group.jpgRonald Gelok & Associates is a Registered Investment Advisory firm servicing New York and New Jersey, and for convenience meetings with clients for Investment Advisory Services only, Naples, Florida. Founded in 1993, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.

To schedule a time to discuss your financial future, please contact us at This email address is being protected from spambots. You need JavaScript enabled to view it.  or call us at (973)917-4556 today!

Ron Gelok

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Ronald (Ron) Gelok is President of Ronald Gelok & Associates. He is an active member of the Financial Planning Association with over 20 years of financial services experience.

Ron is a licensed New Jersey attorney and a member of the Elder Law and Real Property, Probate & Trust sections of the New Jersey State Bar Association. Much sought after as a speaker, Mr. Gelok has appeared on radio and television discussing a host of financial planning issues.

Ron is known for making complex retirement planning issues clear and easy to understand. His clients often find that, after working with him, they have moved significantly forward in their planning, simplifying their finances.

He expresses his creative side and commitment to financial education in his collaborative book with Steve Forbes, “Successonomics,” and his seminal work on retirement strategy co-authored with Thomas J. Smith, JD “Retirement Rescue.”

Mr. Gelok holds insurance licenses in several states, including New Jersey, Pennsylvania, North Carolina and Florida, as well as Series 6, 7, 24 and 66 securities licenses. He is a Registered Representative of GF Investment Services, LLC, Member FINRA/SIPC, and an Investment Advisor Representative of Global Financial Private Capital, LLC, an SEC Registered Investment Advisor, 2080 Ringling Boulevard, Sarasota, Florida, 34237.

Patricia Nealy

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Patricia Nealy has been with Ronald Gelok & Associates since 2007 and is a Licensed Client Service Specialist as well as the Office Manager of the firm.

Patricia heads the Women for Financial Literacy initiative of the firm, educating women in the area of personal finance and retirement and personal financial empowerment. She holds workshops and conferences on the topic.

Patricia holds a Life and Annuity Insurance license. She works very closely with all clients on a daily basis.

In addition Patricia assists the firm with its FINRA compliance requirements. Her personal commitment is to maintain professional communication with all clients and staff and to make sure all office operations run smoothly. She will complete each of your service requests to your satisfaction and resolve any client issues and meet with you for review meetings.

Cameron D. McGregor, CLU, ChFc

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Cameron (Cam) McGregor has been working in the insurance, investment and banking industries for over 30 years. He currently works with high net worth clients and family-owned businesses to strategize their wealth accumulation, retirement and succession plans. He is licensed in life and health insurance as well as holding a Series 65 Securities License under the Registered Investment Advisor Securities Law.

Cam is a graduate of Norwich University with a Bachelor of Science in Financial Management. He has worked for Allstate Insurance as an agent and manager specializing in life and health insurance, financial planning, and property and casualty insurance. He became a Chartered Life Underwriter (CLU) and A Chartered Financial Consultant (ChFc) in order to advance his expertise in financial planning and insurance.

Cam soon moved on to JP Morgan Chase Investment Services as a Senior Trainer and Business Manager for Chase Investment Services Corporation, and was involved with developing sales people and managers in investment and insurance.

Cam worked with PNC in the Private Client Group and Wealth Management Division, helping high net worth clients develop their wealth accumulation and retirement strategies.

At Ronald Gelok & Associates, Cam is a senior advisor who advises clients in wealth protection, accumulation, distribution and social security income strategies.  He works with individuals, families, entrepreneurs, pre-retirees and post retirees in helping them to maximize their wealth and provide lifelong secure income.

Joseph Menzak Jr.

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Joseph (Joe) Menzak Jr. has helped people make smart decisions about their money for over fifteen years. He approaches asset selection and financial planning from the standpoint of what is the most important to the client: their goals, dreams and desires for retirement.

Is it the growth of their wealth with protection, future income planning, business succession or legacy that takes first place? He makes sure that every client explores creative ways to pass wealth onto the next generation.

Joe is licensed for Securities, Annuity, Long Term Care Insurance and Life Insurance.

Over the years Joe has worked for Prudential Financial, ING Financial Partners, Questar Capital.

At Ron Gelok & Associates he works with clients to assure them a tax advantaged portfolio and insurance that works for them in their lifetime as well as providing a lasting legacy.

Morgan Kelly Curran

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Morgan Kelly Curran is the New Business Specialist at Ronald Gelok & Associates.  Whether you are a new client or a prospective lead, you will find Morgan eager to discuss or assist with any topic of financial concern.

Morgan is a successful, pro-active business professional with over four years of practical experience in fast-paced, diverse business and financial functions. These include data and financial analysis, execution and administration of all new business, client services and operations.

Morgan parallels the entire Planning Team to ensure all transactions are completed in as timely a fashion as possible, that advantageous relationships are built while ensuring every client an easy, stress-free experience at Ronald Gelok & Associates.

Leslie Toner

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Leslie Toner coordinates all the calls and calendars of the office. She makes sure your inquiry goes to the right person and is addressed in a timely fashion.

Leslie also welcomes on-site visitors, determines the nature of business, and announces visitors to appropriate personnel. If you are visiting with an older adult, a person with a disability, Leslie will make sure that they are comfortable and that the meeting is accessible for them

Leslie will answer questions about the Gelok organization and provide you with directions, and other information to facilitate your visit. She will keep your Gelok appointment and review calendar and arrange for Skype and video calling where requested. In this way, you have an assistant for keeping up with your financial life.

 

CONTACT US

  • This email address is being protected from spambots. You need JavaScript enabled to view it.
  • www.ronaldgelok.com
  • (800)467-8152

LOCATION


  • 2001 US Route 46 East
  • Suite 511
  • Parsippany, NJ 07054

 

Ronald A. Gelok, Jr., is a Registered Representative offering securities through GF Investment Services, LLC, Member FINRA/SIPC Ronald A. Gelok, Jr., is an Investment Adviser Representative offering advisory services through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser 2080 Ringling Boulevard, Sarasota, Florida 34237.

Ronald Gelok & Associates proudly offer financial services such as Tax Free Retirement, Retirement Planning, Indexed Life Insurance, Univeral Life Insurance, Retirement Income, Tax Free Living in Parsippany, New Jersey and New York area.

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