About Burns Estate Planning & Wealth Advisors
Burns Estate Planning & Wealth Advisors helps individuals and families work toward achieving their ideal retirements by developing personalized financial plans. Their team of professionals is known for being knowledgeable, insightful, and caring. Clients appreciate how easy the staff is to work with and value their regular communication and updates on market conditions. Many mention that the advisors are patient and willing to guide them through complex processes like Living Trusts, helping secure their family’s assets and finances. The firm’s approach emphasizes staying the course and making informed decisions. Overall, clients feel confident and satisfied with the firm’s expertise and dedication, recommending their services to others seeking reliable financial planning and estate management. Burns Estate Planning & Wealth Advisors stands out as a trusted partner in reaching financial goals and preparing for a secure retirement.
Our initial appointment with Jamie at Burns for our Trust was very informative. She answered all our questions and made us feel at ease about doing the trust. She explained it in detail and also explained difference between Trust and Will. Next appointment was with Jamie, Lilly and Attorney Mr. Fulda who explained to us in detail everything we were signing and our next steps to finishing the trust. I definitely recommend Burns to do your will or trust.
I have been working with Alex Astin just over a year now and have been very pleased. He is very easy to get along with and stays in touch with me regularly. He is always available to listen to any of my concerns and offer suggestions. I also enjoy Ernie's periodic emails updating clients about the market's ups and downs and his wisdom in staying the course. Great firm and great caring people !!!
The professionals at Burns Estate Planning are the most knowledgeable and insightful people I have ever worked with. I recommend their services to anyone for your financial planning needs.