Ronald A. Bartlett, EA, LACP, Certified Financial Fiduciary®®

Ronald A. Bartlett & Associates, LTD

Ronald A. Bartlett & Associates, LTD. are Registered Investment Advisors and has been working with the Telephone Communication Workers of America since 2007.

We currently do business in District 1, 2, 3, 4, 6 and will be expanding to other Districts. We have given financial planning where we indicated that we were going into the worst recession in the history of the country, which happened in August 2007.

Mr. Bartlett, the founder of Ronald A. Bartlett & Associates, LTD has been in business for 38 years. Due to Mr. Bartlett’s knowledge of the business cycle recommendation, the locals along with the local presidents decided that he should become one of the financial advisors for their locals. Now Ronald A. Bartlett & Associates, LTD are the financial advisors for seven different locals around the country.

Ronald A. Bartlett is an Enrolled Agent Accredited with the Internal Revenue Services (IRS). This means he is Federally Licensed with unlimited rights to represent taxpayers before the IRS. Enrolled Agent Status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete education courses every three years. Regardless of your tax needs, you can take comfort knowing Ronald A. Bartlett specializes in tax services and will always do what is best for you.

Ronald A. Bartlett & Associates, LTD has not only been an investment advisor for the locals but has been a contributor to the National CWA, the Minority Caucus of the CWA, a contributor to tutoring services and to other locals around the country.

Above all, The Ronald A. Bartlett & Associates, LTD is committed to the union members and the union officers.

Ronald A. Bartlett has been a member of the Million Dollar Round Table since 1982. Since 1927, the Million Dollar Round Table (MDRT), has provided its members around the world with access to valuable resources and a vast network to help them achieve lifelong career success in the financial services profession. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. (WWW.MDRT.ORG)

Ronald A. Bartlett, CEO and President of Ronald A. Bartlett & Associates, LTD., has earned the Certified Financial Fiduciary® (Certified Financial Fiduciary®) designation. He joins a growing group of financial professionals who have earned the Certified Financial Fiduciary® designation and can immediately and clearly demonstrate how they practice a fundamental obligation to always put their client’s best interest first.

Certified Financial Fiduciary® is a professional designation for financial professionals, namely, those who have successfully completed a rigorous certification and training process established by NACertified Financial Fiduciary® and The American Financial Education Alliance (AFEA), and who agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. (https://www.nationalCertified Financial Fiduciary®association.org/)

Ronald A. Bartlett is a Life and Annuity Certified Professional (LACP). This certification serves consumers by recognizing financial professionals with a mark of distinction for their product knowledge, consultative sales process and compliance with ethical, legal, and regulatory requirements. LACP practitioners are held at a standard of excellence that sets them apart from their peers. Being an LACP is fulfillment in knowing that the Agent has done everything possible to protect his clients with his knowledge, innovation, self-expression, and unique qualities and capabilities.  https://bcert.me/skiismnzl

Need help with Tax Planning? Please visit: https://www.ronbar.info/

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.