THE BURGESS GROUP - 336-245-8400

The Burgess Group - Prepare Well & Build Your Future

The Burgess Group provides an out-of-the-box experience in creating a tailored financial plan. Our team is devoted to helping clients prepare for their future and achieve their life-long dreams. We help clients set and attain achievable goals for their retirement, estate planning, college planning and much more. For more than 30 years, The Burgess Group have been dedicated to assisting individuals and families for their financial needs. Our team of dedicated financial professionals provide comprehensive investment management and sound financial advice, as well as implement various strategies such as estate planning and retirement planning. At The Burgess Group, we are devoted to providing unique and customized advice tailored to each individual. We understand that financial planning is a personal and unique process, and that everyone’s needs, goals and objectives may be different. We always strive to provide clients with the best guidance possible, setting the highest expectations and getting the most out of the client’s finances. We are constantly seeking to increase our knowledge and expertise so we can better serve our clients. Our team maintains regular meetings with our clients to ensure that financial goals are met. We carefully monitor each individual’s progress and make timely changes to their financial plans as needed. The Burgess Group is located in Winston-Salem, NC at 700 Coliseum Dr #100. Our phone number is 336-245-8400. We invite clients to come and experience our service to begin the process of preparing their financial future.

Comprehensive Services from The Burgess Group

The Burgess Group offers a range of services to help clients reach their financial goals. Our services include:

Financial Planning:

Financial planning is the core of everything we do. Our financial planners develop plans that fit each individual's needs and goals. We look at overall financial wellbeing and then make concrete recommendations.

Retirement Planning:

Retirement is a major milestone in everyone’s life and it’s important to plan for it. We develop retirement plans to ensure that clients are well taken care of after they retire.

Tax Planning:

Tax planning is a key component of any financial plan. We can help clients make the most of their current and future taxes.

Estate Planning:

Estate planning is important for every client. We can help clients create estate plans that make sure their assets are protected and distributed as they see fit. At The Burgess Group, we are committed to helping our clients prepare for their financial future. We strive to provide the highest quality of service and advice. To learn more or to set up a meeting, please give us a call at 336-245-8400 or visit our website. We look forward to working with you!