Geoffrey Burroughs
I concentrate on doing three things for my clients and ask one in return. I help them:
- Simplify their financial lives
- Generate the necessary returns and income to sustain the lifestyle they desire now and in retirement
- Build a legacy for the ones they love and the things they care about.
What I ask in return: should my clients have a question on anything financial, I expect to be the first phone call.
5379858
151085
RPI146578
Harbor Investment Advisory
Pershing LLC
MD, CT, NY, FL, VA, AK, AZ, CA, DE, GA, KY, OH, NJ, PA,
12
6
Businesses, Individual Investors
No
Yes
Yes
Yes
Have a clean record
Have a clean record
CFP®, CDFA®, Financial Planning Specialist
Series 7, Series 31, Series 66
Variable Life, Disability, Annuity, Health, Life, Variable Annuity, Long Term Care
Mutual Funds, Options & Futures, Bonds, Stocks, Alternative Investments, Insurance, Commodities, Exchange Traded Funds (ETFs), Annuities, Socially Responsible Investments (SRI)
Your Office, Phone, Our Office, Your Home
Fee-Based
$250,000
Based on Assets
$5,000,000,000
Yes
Why should I choose you as my financial advisor?
What are your qualifications? What is your education background?
How are you compensated? How will I pay for your services?
Will you be the only person working with me?
Do you offer any guaranteed results?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
