Business Details
About
Investment Service
At Burgess Wealth Management, we don’t just plan for your future, we help you envision it. With more than 55 years of combined experience, we proudly serve a diverse client base by offering tailored strategies focused on what matters most. We partner with our client's CPAs, attorneys and other trusted advisors, helping to ensure every detail of your financial life aligns seamlessly with your goals and aspirations. From planning for retirement to legacy strategies, we help simplify the complexities of wealth management and empower you to make confident decisions. Let us help you create a financial future that’s as extraordinary as the life you’ve built.
Location
Hours
Frequently Asked Questions About Burgess Wealth Management
What services does Burgess Wealth Management offer?
Burgess Wealth Management offers financial advising, investment management, investment funds, and stock brokerage services.
Where is Burgess Wealth Management located?
It is located at 2004 Commerce Dr N, Suite 215, Peachtree City, GA 30269, US.
What are the business hours for Burgess Wealth Management?
They are open Monday to Thursday from 8:00 AM to 5:00 PM, and Friday from 8:00 AM to 4:00 PM. They are closed on Saturdays and Sundays.
What languages are spoken at Burgess Wealth Management?
English is the language spoken at Burgess Wealth Management.
Which financial specialties does Burgess Wealth Management provide?
They specialize in 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.
How can I contact Burgess Wealth Management?
You can contact them by phone at +1 770-487-0453.
Are there other financial advisors nearby Burgess Wealth Management?
Yes, nearby financial advisors include Edward Jones - Financial Advisor: Jim Burgess Jr, CFP®, Edward Jones - Financial Advisor: Vince McCaffrey, Hollowell Financial Group, and Affinity Planning Partners.
What nearby legal services can clients visit when consulting with Burgess Wealth Management?
Nearby legal services include Moulds Law Firm, Hodges, McEachern, and King Attorneys at Law, Lindsey Law Firm, PC, and Anderson Law.
What dining options are available near Burgess Wealth Management?
Clients can enjoy dining at McAlister's Deli, Guthrie’s Chicken Finger Restaurant, and Guthrie's of Peachtree City, all located nearby.
Does Burgess Wealth Management have a mobile app for easier access?
Yes, they have a mobile app available for Android and iOS devices through the Google Play Store and Apple App Store respectively.