About Burns Estate Planning & Wealth Advisors
Burns Estate Planning & Wealth Advisors is a team of professional wealth advisors dedicated to helping individuals and families achieve their ideal retirements. Clients appreciate the team's knowledge, insight, and caring approach. One reviewer highlights their positive experience with a specific advisor, noting his availability and regular communication, which fosters a strong relationship. Another client praised the entire team for their expertise, especially in guiding them through the complexities of Living Trusts and securing family assets. Regular market updates and wise advice from the firm reinforce clients' confidence in their financial planning. Overall, Burns Estate Planning & Wealth Advisors is recommended for anyone seeking support in their financial journey, with clients feeling informed and supported throughout the process.
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.