What we do for our clients: - Unburden our clients from having to manage all aspects of their financial lives. - Provide advice and strategies that have been forged by over a decade of experience. - Offer a compelling value proposition by using technology to reduce our cost structure, and passing the savings on to our clients. - Provide portfolio management that integrates with your outside assets, utilizes low-cost investment vehicles (Exchange-Traded Funds), and designed to maximize your after-tax returns. - Speak your language. We want to engage with our clients in a way that feels native to them (phone, e-mail, text, video chat), and shed the industry jargon.
View Top Employees from Burnett FinancialWebsite | http://www.burnettfinancial.com |
Employees | 2 (0 on RocketReach) |
Founded | 2020 |
Industry | Financial Services |
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Burnett Financial is based in Boulder, Colorado.