Burt & Associates Inc
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Burt & Associates, established in 1985, offers customized wealth management solutions designed to simplify complex financial investment needs while maintaining a disciplined approach to investing. The firm prides itself on independence, client-focused relationships, and a commitment to acting as a fiduciary, ensuring that clients receive impartial advice tailored to their long-term goals.
With a team of experienced advisors, many of whom hold the Certified Financial Planner designation, Burt & Associates has been recognized for its excellence in the industry, earning the Five Star Wealth Manager Award for nine consecutive years. Their focus on accountability and strong client relationships positions them as a trusted partner in managing and growing clients' most valuable assets.
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