Bartmon, Shapiro & Associates assists businesses and individuals in their insurance, investments*, benefits, and estate planning needs.

For more than 50 years, our team of seasoned professionals has earned an outstanding reputation for delivering innovative insurance strategies. We position clients to help meet the financial challenges they face today, while establishing an appropriate foundation to assure they are ready for opportunities encountered tomorrow.

 
Vision Statement

At BSA, it is our Vision that we exceed our clients’ expectations in a manner that they are routinely want to refer prospective clients to us and remain excited to work with our firm on an ongoing basis.  This Vision of our business will enable it to grow and expand.

 

Wealth Management Solution**
...don’t miss this opportunity to have your financial world in one secure, consolidated view!

*Joel A.Shapiro,CLU®,ChFC®,MSFS is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC,

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  • Required Minimum Distribution Rules

    When calculating RMDs for multiple accounts, it's important to understand which amounts can be combined and which accounts must distribute separate RMDs.

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