Personal Bio
As an independent financial counselor with Heritage Capital LLC, Ron Milone brings significant financial planning, investment management, and tax planning expertise. He is a retired partner in the Tax & Business Services division of Marcum Accountants and Advisors. Ron was based at the Firm’s Long Wharf Drive office in New Haven, Connecticut.
Ron’s specialties include:
- personal financial planning
- retirement planning
- personal tax planning
- business taxation
- tax compliance
- risk management
He primarily focuses on serving family-owned businesses, high net worth individuals, law firms, insurance agencies, real estate firms, and professionals.
Ron earned a Master of Business Administration and a Bachelor’s degree from the University of Connecticut. Ron was a CPA licensed by the State of Connecticut.