With so many financial services firms to choose from, how can you determine what makes one substantially different from another?
Many clients come to us after working with large institutional investment firms that aren’t giving them the attention they need. Still others have worked with small advisory firms that just don’t have the requisite breadth of experience and services.
Here are five reasons we believe you’ll feel better about working with Burnham Gibson.
We take a proactive approach to client service. When you contact our firm, we strive to return your call within an hour. Our team members take an interdisciplinary approach to help bring you added support on everything from retirement plan management to wealth management analysis.
Our financial professionals have advanced degrees and professional designations, including MBA, CFP®, ChFC® and CLU®. In addition, our professionals have an average of 15 years of experience – a crucial consideration in a field where experience matters.
Whether we’re talking to a corporate client about their 401(k) program, or an individual investor about estate planning, we work to simplify key information so that it’s understandable and actionable for you. We give you the tools you need to make informed decisions, without having to wade through industry jargon. Wading through industry jargon is our job, not yours.
We have transferable knowledge that helps clients with a wide array of corporate and individual financial concerns including investments, fiduciary responsibility, taxes, real estate, employee benefits, and estate planning strategies. While we do not offer tax or legal advice, we can work hand-in-hand with your other professionals to help ensure that your goals are properly addressed.
Often, new clients come to us feeling overwhelmed. They may have many accounts with different financial institutions, but no clear financial strategy. When we step in, our goal is to ensure that all investments and services are well coordinated. We can help you:
Wonder what it’s like to work with a Burnham Gibson financial advisor? Contact us anytime to talk through your financial questions and concerns. You won’t face any pressure or sales tactics – just professional and friendly advice.