A complete list of active advisors currently associated with Ronald A. Bartlett & Associates, Ltd.
Warmer can help you find a great advisor at Ronald A. Bartlett & Associates, Ltd. or one who fits your needs even better.
Ronald A. Bartlett & Associates, LTD. serves primarily individual clients, as well as trusts, estates and unions, with advisory services centered on retirement planning. The firm offers discretionary asset management, investment and financial consulting, referrals to third‑party advisers, a monthly newsletter, and separate insurance and tax‑preparation services. The firm follows a fundamental‑analysis framework and constructs portfolios using an asset‑allocation approach, generally favoring longer‑term holdings while providing ongoing monitoring and discretionary trading as authorized. Services are tailored through one‑on‑one interviews and questionnaires, and the firm provides advice on variable life insurance and equity‑indexed annuities alongside mutual funds, equities and bonds. Distinctive elements disclosed in the brochure include the principal’s long tenure as a licensed insurance agent and an enrolled agent (EA), the firm’s role in implementing insurance products in a separate capacity, and its solicitation/referral arrangements with third‑party advisers. The brochure explicitly describes related conflicts of interest (including insurance commissions, referral compensation and economic benefits from custodial platforms and sub‑adviser relationships) and the firm’s procedures for disclosure and oversight.
To learn more about the advisors currently working at Ronald A. Bartlett & Associates, Ltd., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Flushing, NY
| 16
|
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