About Burns Estate Planning & Wealth Advisors
Burns Estate Planning & Wealth Advisors is dedicated to helping individuals and families achieve their ideal retirements. Clients appreciate the team's approachability and regular communication, particularly noting the valuable insights shared through market updates. The professionals at Burns are recognized for their extensive knowledge and ability to guide clients through complex financial planning needs, including Living Trusts. Their commitment to listening and addressing concerns fosters a supportive environment for those seeking to secure their family’s assets and finances. Many clients highly recommend Burns Estate Planning for anyone looking for trustworthy and caring financial advice.
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.