Ron Dokus lives north of Boston with his wife Judi and their three children, Ali, Samantha and Kyle. A graduate of Winchester High School, he went on to get a degree in Accounting from Northeastern University. He worked with Coopers and Lybrand while still at Northeastern, and joined them full time in 1985. After seven years as a practicing CPA, he decided to broaden his value to his clients by taking a position with Metlife Securities, Inc. He then founded his own firm, Dokus Financial Partners, LLC.
For over 25 years, Ron has been providing clients with financial services, including Investment, Insurance, Estate Planning and, of course, Tax Strategies. Ron earned the designation of Certified Financial Planner in 1995.
Ron provides each client with their own financial website where he designs cash flow strategies. Costs and inefficiencies are identified and these savings are put back on the client’s balance sheet, improving their overall financial well being.
Clients who came in for a second opinion, or to confirm that they were “all set”, validate our process by referring family and friends. You don’t have to be a referral to have an evaluation. Just call to get started, 617-797-2100.
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Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian
