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  1. CA
  2. NS
  3. Halifax
J G Burke Investments & Financial Planning

J G Burke Investments & Financial Planning

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200 Waterfront Dr #210, Bedford, NS B4A 4J4, Canada Get Directions
5.0
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ABOUT   Services Excellence Summary

J G Burke Investments & Financial Planning provides financial services, including full-service, customized financial planning. Greg specializes in Retirement and Estate Planning, but he has been a financial advisor since 1998. He often jokes about having a thousand years' experience, according to his clients. With Greg's help, you will create an action plan that improves your financial well-being. Greg is proud of his accomplishments in helping Canadians, individuals, and families, achieve financial independence from 1999. He was born and raised in Nova Scotia. Greg hails from Glace Bay and has worked hard to become an expert in the financial industry. Greg has a keen interest in helping others accomplish their goals. Greg's goal is to help his clients achieve a state of financial peace. In his free time, Greg enjoys spending time with his family and wandering through nature that recharges his soul after a dive into the financial world.

 

SUMMARY   Reviews Summary

Multiple reviews have been submitted for Greg and Amber providing overwhelmingly positive feedback. Clients appreciate their professionalism, expertise, and personalized approach. They are lauded for their client service, effectiveness, and knowledge. Some customers have worked with them for over 20 years and continue to feel supported and confident in their financial management. Greg is well-versed in financial matters and thoughtful about the future, guiding customers toward and beyond their financial goals. Everyone appreciates the level of care, and it is one of the benefits of working with such a dedicated team. Although the reviews are positive, the number of customers has dropped.

 

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PROS
extremely helpfu ... (1)
very knowledgeab ... (1)
recommend (1)
highly recommend ... (1)
exceeded expecta ... (1)
great place (1)

J G Burke Investments & Financial Planning Reviews: 6. Average Rating: 5.0

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