Burgess Financial Planning

37 reviews

+1 (415) 525-1041

Website

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177 Post St Ste 600

San Francisco, CA 94108

+1 (415) 525-1041

http://www.burgessfinancial.com

Specialties

Our financial planning session is designed to review your current situation, and help you make smart decisions to reach your most important financial goals. Following our meeting you'll receive a written Financial Action Plan which will serve as a checklist to get your financial affairs on the right track. Common questions we address: How much should I be saving for retirement or my kid's college? In which types of accounts should I be saving money? How should I be investing my money right now? Should I buy or rent a home? How should I prioritize all the stuff I want to do with my money? Burgess Financial Planning upholds a fiduciary standard, meaning your interests are placed ahead of ours.

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Reviews

5.037 reviews

Alan P.

6/16/2018

I highly recommend Sean Burgess' financial planning services. I chose Sean because of his affordable, one-hour consultation session offering. I wasn't looking to spend thousands of dollars to have...

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Mathew N.

10/22/2019

It has been several years since I went to see Sean so please keep that in mind but I just came across his Yelp profile and realized I should add a review as meeting with him has stuck with me...

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Daniel F.

5/13/2013

You should be sure that you're going into your meeting with the same expectations as Sean before you arrive. In our meeting, we found that the advice lacked individual preparation or specific...

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B M.

3/31/2012

My husband and I considered ourselves to be pretty financially astute, and wasn't really sure that we needed a financial planner. We were not in the boat of needing basic financial advice (i.e....

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Lars Z.

1/14/2016

Nice guy. I had a vague idea of what to expect and was pleased with the results. My questions were answered to my satisfaction and he did not try to sell me on anything. In addition, the exercise...

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Gregory Ware-Financial Advisor, Ameriprise Financial Services, LLC

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 San Francisco, CA area, Gregory Ware 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.

Ameriprise Financial

Cathrine Robbins-Financial Advisor, Ameriprise Financial Services, LLC

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 San Francisco, CA area, Cathrine Robbins 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.

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