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Burgess Financial Planning
- Financial Services
- San Francisco, CA
About this business
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? H... read more
Location details
222 Columbus Ave Suite 211, Ste 211, San Francisco, CA, 94133, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Excellent service.Very friendly and comfortable atmosphere.I highly recommend Burgess Financial Planning.
I reached out to Sean for financial planning advice, specifically on relocating and retiring internationally. He responded right away, was up-front about his experience and how he could help me. He was generous with his expertise and helpful resources. I really can't thank Sean enough and would definitely recommend him.
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 of collecting my various financial documents and analyzing them was useful, that part alone paid for itself.
Sean is awesome! After using Yelp for years to lead me to tasty bites and cocktails, this is actually my first Yelp review. So that would give you an idea of how great our experience was. My wife and I do have a situation well within Sean's wheelhouse (30s, recently married, die hard SF, family/retirement planning) but still, fantastic experience. We loved that Sean's advice is very concrete. He doesn't present many different options and scenarios. He listens to your questions, finds out what your financial goals are and the... read more
Sean was absolutely wonderful. What I needed wasn't exactly in the realm of what he does, so he gave me a few pointers over coffee (that he so kindly picked up for me) and gave me a great referral. He was very honest and straight forward.
Frequently asked questions about Burgess Financial Planning
How is Burgess Financial Planning rated?
Burgess Financial Planning has a 4.8 star rating with 5 reviews.
When is Burgess Financial Planning open?
Burgess Financial Planning is open now. It will close at 6:00 p.m.
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