Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Miami, FL area, Amy Burgess will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
What services does Amy Burgess offer as a financial advisor?
Amy Burgess offers services including tax planning strategies, retirement planning, executive compensation and benefit strategies, estate planning, charitable giving, insurance, small business financial advice, saving for education, and Social Security retirement benefits.
Where is Amy Burgess's office located?
Amy Burgess's office is located at 9350 S Dixie Hwy, Ste 1410, Miami, FL 33156.
Does Amy Burgess offer online appointments?
Yes, Amy Burgess offers online appointments for client convenience.
What languages does Amy Burgess speak in her financial advisory services?
Amy Burgess provides financial advisory services in English.
How can I contact Amy Burgess for a financial consultation?
You can contact Amy Burgess by phone at +1 786-264-4956 or email at Amy.J.Burgess@ampf.com. Additionally, you can visit her contact page online to make an appointment.
Is Amy Burgess affiliated with any professional organizations?
Yes, Amy Burgess is associated with CFP (Certified Financial Planner) and APMA.
Can you tell me about some nearby financial services close to Amy Burgess's office?
Nearby financial services include Jordan Starr - Financial Advisor and Jeffrey Blum - Financial Advisor, both with Ameriprise Financial Services, as well as AllTides Wealth Group and Oprandi Wealth Group.
Are there any banks located near Amy Burgess's office?
Yes, Amerant Bank is located near Amy Burgess's office, which can be helpful if you need banking services before or after financial planning sessions.
What other professional services can be found near Amy Burgess's location?
Nearby professional services include ENET It Group (event photography), DAX Agency (marketing and legal services), and Dawson Law Firm (personal injury law).
Are there any schools near the financial advisory office of Amy Burgess?
Yes, Xceed Preparatory Academy Kendall/Pinecrest, a private middle school, is located near Amy Burgess's office.