Burns Estate Planning & Wealth Advisors

Financial Planners, Insurance, Investing

2315 Florida St Building 200, Suite 231, Mandeville, LA 70448

Reviews for Burns Estate Planning & Wealth Advisors

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  • Jun 2024

    The professionals at Burns Estate Planning are the most knowledgeable and insightful people I have ever worked with. I recommend their services to anyone for your financial planning needs.

  • May 2024

    I had limited knowledge about Living Trusts but then I met Jaime Courtney and everyone else at Burns Estate Planning. They are a wealth of information!! They patiently guided me through the process to secure my family’s assets and finances. If you’re not confident about the Courts taking care of your finances as you move through the last stages of your life, I encourage you to consider allowing Burns Financial to help you, too. You’ll be glad you did! I’m stoked!!!!

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From Burns Estate Planning & Wealth Advisors

Burns Estate Planning & Wealth Advisors helps individuals and families work towards achieving their ideal retirements. We are a team of professional wealth advisors who are here to help you reach your goals. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). ©2022 Burns Estate Planning and Wealth Advisors - All Rights Reserved.

Hours

Monday: 8:30AM - 4:30PM
Tuesday: 8:30AM - 4:30PM
Wednesday: 8:30AM - 4:30PM
Thursday: 8:30AM - 4:30PM
Friday: 8:30AM - 3PM
Saturday: ClosedSunday: Closed

Tips

 online appointments  on-site services open to all

Ratings

Facebook Facebook: 5/5

Burns Estate Planning & Wealth Advisors

2315 Florida St Building 200, Suite 231, Mandeville

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