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.
1923
RPI146578
Harbor Investment Advisory
Pershing LLC
MD, CT, NY, FL, VA, AK, AZ, CA, DE, GA, KY, OH, NJ, PA,
6
Businesses, Individual Investors
Health, Annuity, Life, Disability, Variable Annuity, Long Term Care, Variable Life
Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance, Stocks, Bonds, Options & Futures, Socially Responsible Investments (SRI)
Yes
Our Office, Your Home, Phone, Your Office
Fee-Based
$250,000
Based on Assets
$5,000,000,000
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?
Additional Detailed Disclosures
