At Burke Financial Strategies, we steer clear of the sales pitch. We are an independent firm that promises to put our clients’ interests first. Our team can offer you personalized financial planning solutions, designed with a focus on what is truly important to you.
We also back up our investment capabilities with extensive financial education and experience. Astoundingly, there are over 500,000 licensed financial advisors in the U.S., but less than one-third of them have any education in finance. Between the eight of us, we have earned three CFP certifications, one CPA designation, one CFA designation, a Masters in Financial Planning, and a Masters in Business Administration.
Think of Burke Financial Strategies as concierge-level financial guidance. As we like to say,
“When it comes to your money, we will do everything except walk the dog.”
1 The information contained in this video does not purport to be a complete description of the securities, markets, or developments referred to in this video. Any opinions are those of John Burke and not necessarily those of Raymond James. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. John Burke, Raymond James Financial Services, Inc., its affiliates, officers, directors or branch offices may in the normal course of business have a position in any securities mentioned in this video. Stocks mentioned may not be suitable for all investors. Expressions of opinion are as of this date and are subject to change without notice. Investing involves risk and investors may incur a profit or a loss. Past performance may not be indicative of future results. Dividends are not guaranteed and must be authorized by the company’s Board of Directors. Investors should perform thorough investigation of any company before investing funds. Investing in oil involves special risks, including the potential adverse effects of state and federal regulation and may not be suitable for all investors. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Please also add the most recent closing price and as of date for each stock mentioned: If Raymond James makes a market in the stock, please add: Raymond James makes a market in RDS.A. All stock prices are quoted as of 01/06/17 RDS.A: $55.74