Ron Bronzetti

Institutional Consultant at Unified Trust Company

Ron Bronzetti's Professional Contact Details

Email (Verified)

****@unifiedtrust.com

Get Email Address

(859) 296-4407

Location

San Diego, California, US

Company

Unified Trust Company

Person Seniority

entry

Person Functions

consulting

Ron Bronzetti's Current Company Details

Unified Trust Company

Lexington, Kentucky, US • 73 Employees

finance

Our goal is to help people achieve successful financial outcomes. As one of only a handful of national independent trust companies in the country, fiduciary responsibility isn't just a phrase; it's our number one priorityâˆ’and we take it very seriously. https://www.unifiedtrust.com/WhyUnifiedTrust/ Advisor Partner Services We find that we can do the most good for our clients when we work in concert with our Advisor Partners. Our Advisor Partners complement our services and work hand-in-hand with us to accomplish a common mission: to always do what's best for our clients to help them reach their ultimate retirement goals. Retirement Services Managing retirement plans is our specialty and we do it in a way that makes us unique. We have innovative, proprietary products and services. We have a proven track record. And most importantly, we assume fiduciary responsibility for the plan and we take it very seriously as a discretionary trustee. Wealth Management Services Unified Trust has a proven record in financial planning and investment management and a commitment to personal service and personalized solutions for every customer. We have time-tested solutions for helping people reach successful retirement outcomes, provide for their heirs, save for education, sell a business and create sound endowments.

Founded Year

1985

Organization Website

unifiedtrust.com

Organization Revenue

17500

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