Burks Financial Management, LLC
Why pick this one
Burks Financial Management has over 30 years of experience and offers customized financial planning services in Raleigh, NC.
Best for
- individuals planning for retirement
- parents funding college education
- business owners seeking investment strategies
Look elsewhere if
- looking for purely tax-related services
- needing immediate financial crisis management
Certifications
- CERTIFIED FINANCIAL PLANNER™
What makes them different
- Stephanie Burks has over 30 years of experience in the financial service industry
- Holds a dual MBA degree in Management and Finance
- Offers customized financial planning
- Years in business
- 30
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 4600 Marriott Dr Ste 140, Raleigh, NC 27612
- Phone
- 9196674725
- Website
- http://www.burksfinancial.com/
- askburks@burksfinancial.com
Services
- financial planning
- investment advising
- retirement planning
- college funding
- estate protection